Skip to content This fund aims to deliver long-term capital growth by investing primarily in US large-capitalisation growth equities through a fundamental research-driven approach. It allocates at least two-thirds of assets to equity and equity-related securities of US growth companies across sectors, with a focus on businesses demonstrating sustainable competitive advantages and attractive growth characteristics. The strategy employs fundamental bottom-up research focused on identifying US companies with high or improving returns on capital, durable competitive moats, and attractive long-term reinvestment opportunities. Through diversified US growth equity investment emphasizing fundamental quality and growth, the fund provides focused exposure to US large-cap growth opportunities, appropriate for growth investors seeking US equity participation through a quality-tilted growth lens. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +9.05% | +9.05% |
| 3-Year Return | +47.50% | +13.82% |
| 5-Year Return | +49.11% | +8.31% |
| All Time Return | +147.08% | +13.31% |
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