Investment Objective
The Fund’s objective is to seek an attractive long-term rate of return, measured in US Dollars, by investing both in well-established and disruptive technology companies globally. The portfolio comprises three main buckets: Global Brands - well
established company with strong franchise; Unique Positioning - Leader in niche markets or oligopoly with high barriers to entry; Disruptive technology. These are complemented by Active hedging strategies.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 1.0 | 0.3 | 1.0 | 0.8 | 0.4 | 0.5 | 1.0 | 0.8 | 0.8 | 0.2 | 0.7 | 0.4 | 0.2 | |
| 2021 | 0.7 | 0.1 | 0.5 | 0.6 | 0.6 | 0.6 | 0.2 | 0.9 | 0.6 | 0.2 | 0.1 | 0.8 | 0.2 |
