Skip to content This fund aims to provide long-term capital growth with reduced volatility by investing globally in equity securities. It allocates the portfolio across developed and emerging market equities of any market capitalisation that the manager believes exhibit lower volatility characteristics, prioritising downside mitigation alongside return potential. The strategy employs a disciplined bottom-up approach combining fundamental research with proprietary quantitative tools to select stocks based on quality, stability, and price, focused on absolute risk and return rather than benchmark replication. Through global low-volatility equity investment emphasizing downside protection and consistent participation, the fund provides defensive equity exposure with reduced drawdowns, appropriate for risk-conscious investors seeking equity participation with smoother return profiles. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +9.10% | +9.10% |
| 3-Year Return | +45.18% | +13.22% |
| 5-Year Return | +46.38% | +7.91% |
| 10-Year Return | +147.84% | +9.50% |
| All Time Return | +267.80% | +9.95% |
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