Quarterly Update
Watch the investment team recap this quarter.
Note: Filmed in July 2022
INVESTMENT OBJECTIVE
A concentrated large-cap growth fund that seeks long-term capital growth through high-conviction investing. The strategy capitalises on our comprehensive research process to invest with confidence in companies that may generate high returns on capital. Due to the concentrated nature of the fund, return volatility may be moderately higher than the overall market.
The Fund’s investment objective is to seek long-term growth of capital by investing primarily in a core portfolio of 20-40 common stocks of US issuers selected for their growth potential.
No more than 10% of the net asset value of the Fund may be invested in securities traded on any one developing market and the aggregate amount of the Fund which may be invested in securities traded on the developing markets is 20% of the net asset value of the Fund.
No more than 10% of the net asset value of the Fund may be invested in securities traded on any one developing market and the aggregate amount of the Fund which may be invested in securities traded on the developing markets is 20% of the net asset value of the Fund.
ABOUT THIS FUND
- Typically holding 30 to 40 stocks, the fund invests in our best US large-cap growth equity ideas where we believe we have a differentiated view from the market
- Stock-picker’s fund leveraging three decades of experience in high-conviction investing
- Fundamental, research-driven approach seeking innovative wide-moat companies
