Skip to content This fund seeks long-term capital appreciation by investing globally in companies with strong brand franchises and pricing power. It invests primarily in equity securities of established companies worldwide owning valuable brands, trademarks, and intellectual property providing competitive advantages and pricing flexibility across consumer, technology, and luxury goods sectors. The strategy emphasizes fundamental analysis to identify businesses with durable brand equity, market leadership, and ability to generate sustainable returns through brand strength. Through brand-focused global equity investment, the fund provides exposure to companies with intangible asset advantages, appropriate for quality-growth investors seeking capital appreciation from businesses benefiting from brand power and customer loyalty with defensive characteristics. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | -7.24% | -7.24% |
| 3-Year Return | +10.79% | +3.56% |
| 5-Year Return | +3.17% | +0.63% |
| 10-Year Return | +106.19% | +7.60% |
| All Time Return | +739.47% | +8.54% |
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