FUND IS RECOMMENDED TO INVESTOR WHO

Requires an actively managed global equity portfolio,

Understands the benefits of systematic and disciplined investment process based on company fundamentals rather than short-term trends,

Requires long-term steady growth of capital,

Can set aseide capital for at least 3-5 years


INVESTMENT POLICY

Fund's investment strategy is based on consistent fundamental company analysis, which involves a systematic and disciplined stock screening strategy developed in house. The method integrates bottom-up and top-down approaches. In order to reduce risk further, the fund will diversify globally into different countries and sectors given the prevailing market conditions.

INVESTMENT OBJECTIVE

Fund's investment objective is to provide steady long-term capital appreciation of more than 8 per cent annually by investing in equities globally.


RISK PROFILE

Fund's NAV is calculated daily and offers daily liquidity.

Fund cannot invest more than 10% of NAV into a single equity issuer. There are no restrictions to how much the fund can invest into a single country or sector.

Fund does not use leverage or derivative instruments.


HOW TO SUBSCRIBE

Get in touch with us at either of the contact details below.