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 | +14.38% | +14.38% |
| 3-Year Return | +72.16% | +19.78% |
| 5-Year Return | +74.66% | +11.79% |
| 10-Year Return | +263.40% | +13.77% |
| All Time Return | +516.33% | +12.98% |
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