Skip to content This fund aims to achieve substantial long-term capital appreciation through focused investment in high-quality US large-cap growth companies. It invests at least 70% of assets in equities of established American corporations with strong competitive positions, sustainable growth prospects, and quality management teams. The strategy employs rigorous fundamental analysis emphasizing business quality, growth sustainability, and valuation discipline. Through concentrated portfolio construction typically holding 40-50 stocks, it identifies industry leaders with durable competitive advantages and attractive growth trajectories, making it appropriate for investors seeking core US equity exposure with a quality growth orientation and long-term investment horizon. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +3.90% | +3.90% |
| 3-Year Return | +59.25% | +16.31% |
| 5-Year Return | +40.12% | +6.98% |
| 10-Year Return | +246.51% | +13.28% |
| All Time Return | +574.73% | +10.28% |
Link copied 
