Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks long-term capital appreciation by investing in high-quality global companies with sustainable competitive advantages selected through quantitative screening and fundamental research. It invests primarily in equity securities of companies worldwide demonstrating superior quality characteristics including strong profitability, balance sheets, management effectiveness, and consistent earnings with quality score-based selection process. The strategy combines quantitative quality metrics with fundamental analysis to construct concentrated portfolios of exceptional businesses across sectors and geographies. Through systematic quality-focused global equity investment, the fund provides exposure to highest-quality companies, appropriate for quality-conscious investors seeking long-term capital appreciation through investment in sustainably profitable global franchises with defensive characteristics. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +0.62% | +0.62% |
| 3-Year Return | +24.58% | +7.59% |
| 5-Year Return | +16.42% | +2.93% |
| All Time Return | +82.88% | +7.67% |
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