Skip to content This fund aims to achieve superior risk-adjusted returns by investing primarily in US equity securities across market cycles. It allocates at least 80% of assets to US-listed equity securities, with a focused portfolio of high-conviction names spanning US large and mid-capitalisation companies across sectors. The strategy employs fundamental bottom-up research focused on identifying quality businesses trading at attractive valuations relative to their long-term earnings power, with disciplined position sizing and active risk management. Through diversified US equity investment emphasizing risk-adjusted returns and quality, the fund provides core US large-cap exposure, appropriate for growth investors seeking active US equity participation with focus on superior risk-adjusted outcomes. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +14.36% | +14.36% |
| 3-Year Return | +80.96% | +21.84% |
| 5-Year Return | +78.05% | +12.22% |
| 10-Year Return | +264.67% | +13.80% |
| All Time Return | +525.53% | +13.05% |
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