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 | +15.74% | +15.74% |
| 3-Year Return | +70.63% | +19.48% |
| 5-Year Return | +71.36% | +11.37% |
| 10-Year Return | +255.99% | +13.53% |
| All Time Return | +515.87% | +13.02% |
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