Skip to content This fund aims to provide long-term capital growth by investing primarily in US equity securities. It allocates at least 80%, and not less than two-thirds, of assets to equity securities of companies organised or with substantial business activities in the United States, with a focus on large-capitalisation US growth companies. The strategy employs fundamental bottom-up research to identify US companies with high or improving returns on invested capital, attractive reinvestment opportunities, and strong execution, targeting compounding investment returns. Through diversified US growth equity investment emphasizing quality compounders and reinvestment potential, the fund provides comprehensive exposure to US large-cap growth, appropriate for growth investors seeking US equity participation with focus on durable business franchises. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +4.89% | +4.89% |
| 3-Year Return | +53.17% | +15.26% |
| 5-Year Return | +38.96% | +6.80% |
| 10-Year Return | +289.93% | +14.57% |
| All Time Return | +1,257.11% | +9.19% |
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