Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims for long-term capital growth by investing globally in companies benefiting from consumer trends and changing consumption patterns. It invests primarily in equity securities of companies worldwide positioned to capitalize on evolving consumer preferences including e-commerce, premium brands, health-conscious products, convenience services, and emerging market consumer growth. The strategy employs thematic research to identify structural consumer trends and bottom-up analysis to select companies best positioned to benefit from these trends. Through consumer-focused thematic global equity investment, the fund provides exposure to consumer transformation themes, appropriate for growth investors seeking participation in long-term consumer trends with thematic orientation and acceptance of concentrated sector exposure. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +3.07% | +3.07% |
| 3-Year Return | +36.32% | +10.87% |
| 5-Year Return | -1.15% | -0.23% |
| 10-Year Return | +169.13% | +10.40% |
| All Time Return | +365.89% | +10.23% |
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