Investment strategy

The objective of the Fund is to provide investors with capital growth and attractive risk-adjusted returns over the medium to long-term through exposure to a portfolio of global listed equities.

Investment Strategy

The Investment Manager will initially target a concentrated portfolio of 20-40 global listed securities which are considered to be undervalued and exhibit some or all of the following characteristics:

  • Quality management and good corporate governance standards;
  • Sound business model;
  • Solid financial position; and
  • Sufficient growth to justify a premium over the current price.

The portfolio will be overweight countries and sectors which the investment team believes offer greater potential for higher risk-adjusted returns. The investment team will actively manage the risk profile of the Fund to provide Unitholders with an appropriate level of down side protection and upside gain as broader investor sentiment in the market fluctuates.

The Investment Manager will target stocks that satisfy our rigorous standards of corporate governance, liquidity, risk management, and valuation. The investments will be selected on a basis of providing excess return to investors compared to risk, taking into account the effect of correlation with the remainder of the portfolio. The risk and return of the entire portfolio is taken into account when selecting individual investments.