Skip to content This fund aims to provide long-term capital growth by investing in a concentrated portfolio of high-conviction US equity opportunities. It allocates at least 80% of assets to equity securities of companies organised or with substantial business activities in the United States, typically holding a focused portfolio of 25-35 names. The strategy employs fundamental bottom-up research focused on identifying companies with superior long-term growth characteristics, including specific growth and business attributes, earnings development, financial position, and experienced management. Through a concentrated, high-conviction approach to US large-cap equity investment, the fund provides focused participation in select US growth opportunities, appropriate for growth investors seeking US equity exposure with acceptance of concentration risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | -7.02% | -7.02% |
| 3-Year Return | +13.67% | +4.36% |
| 5-Year Return | +1.62% | +0.32% |
| 10-Year Return | +158.80% | +9.97% |
| All Time Return | +204.87% | +9.17% |
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