Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks attractive long-term returns by investing in high-quality global companies with sustainable competitive advantages and strong business fundamentals. It invests principally in equity securities of companies worldwide demonstrating quality characteristics including strong balance sheets, consistent profitability, superior return on capital, and predictable cash flows. The strategy employs disciplined fundamental research to identify businesses with durable competitive moats, pricing power, and quality management teams. Through concentrated quality-focused global equity investment typically holding 30-40 stocks, the fund provides exposure to exceptional businesses, appropriate for long-term investors seeking capital appreciation through investment in high-quality global franchises with lower volatility. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | -0.85% | -0.85% |
| 3-Year Return | +17.12% | +5.40% |
| 5-Year Return | +10.24% | +1.97% |
| 10-Year Return | +111.43% | +7.77% |
| All Time Return | +157.09% | +7.48% |
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