Skip to content This fund aims to deliver long-term capital growth by investing in equities of companies globally engaged in the financial services sector. It allocates at least 70% of assets to equity securities of companies operating across banking, insurance, asset management, capital markets, and other financial services worldwide. The strategy employs fundamental bottom-up research focused on identifying high-quality financial companies with attractive growth prospects, sustainable competitive positions, and exposure to financial sector dynamics. Through diversified global financials equity investment emphasizing sector specialisation, the fund provides focused financials sector exposure, appropriate for thematic investors seeking financial sector participation with acceptance of sector concentration risks. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +16.91% | +16.91% |
| 3-Year Return | +120.21% | +30.07% |
| 5-Year Return | +99.06% | +14.75% |
| 10-Year Return | +333.23% | +15.78% |
| All Time Return | +722.70% | +8.27% |
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