Investor suitability

For those who:

• are seeking capital growth through a portfolio of global growth equities
• are investing for the medium-to-long term
• can tolerate potential fluctuations in your investment as assets with the highest long-term returns may also carry the highest level of short-term risk
• are seeking an investment which can utilize short-selling, leverage and derivatives where appropriate to either maximize returns or mitigate negative returns
• can tolerate medium risk

Fund overview

The fund seeks to generate risk-adjusted, absolute returns through exposure to global growth equities over the medium to long term, while maintaining a capital preservation mindset.

Fund/ETF Facts (2024-03-28)

Minimum investment

$500 initial/$25 additional