Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver long-term capital growth by investing in equities of companies globally engaged in the energy sector. It allocates at least 70% of assets to equity securities of companies operating across the energy value chain including exploration, production, refining, transportation, and energy services across traditional and renewable energy. The strategy employs fundamental bottom-up research focused on identifying high-quality energy companies with attractive growth prospects, sustainable competitive positions, and exposure to energy sector dynamics. Through diversified global energy equity investment emphasizing sector specialisation, the fund provides focused energy sector exposure, appropriate for thematic investors seeking energy sector participation with acceptance of sector concentration and commodity price risks. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +43.49% | +43.49% |
| 3-Year Return | +51.84% | +14.98% |
| 5-Year Return | +163.74% | +21.39% |
| 10-Year Return | +120.59% | +8.23% |
| All Time Return | +276.10% | +5.35% |
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