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 in global equities with extended investment horizon focusing on structural trends and secular growth opportunities. It invests primarily in equity securities of companies worldwide positioned to benefit from long-term structural changes including technological innovation, demographic shifts, and evolving consumer behaviors with typical holding periods exceeding market averages. The strategy emphasizes patient capital approach identifying businesses with durable competitive advantages and multi-year growth trajectories while minimizing portfolio turnover. Through long-horizon global equity investment with focus on structural growth themes, the fund provides exposure to transformative long-term trends, appropriate for patient long-term investors seeking capital appreciation from secular growth opportunities with lower turnover. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +5.36% | +5.36% |
| 3-Year Return | +27.19% | +8.43% |
| 5-Year Return | +11.76% | +2.25% |
| 10-Year Return | +152.47% | +9.70% |
| All Time Return | +994.70% | +6.27% |
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