Investment objective
The Fund aims to provide capital growth over the long term.
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The Fund pursues its objective by blending Active and Passive Strategies. The allocation to each strategy is dynamically adjusted within a set range, based on the Investment Manager’s assessment of market conditions. Typically, in normal market conditions, the Fund will allocate between 35% and 65% of its net asset value to the Passive Strategy, and between 35% and 65% of its net asset value to the Active Strategy.
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About this fund
A global equity fund that offers a fusion of active insight and passive efficiency. Rather than choosing between U.S. leadership, overlooked domestic opportunities or global diversification, Global Fusion Equity brings these growth engines together into one intelligently constructed portfolio.
Glossary
Why invest in this fund
Growth mindset
Targeting innovation and geographic diversification, aiming to capture the next wave of growth where it’s accelerating.
innovative solution
A sophisticated blend of active and passive strategies designed to deliver enhanced global equity outcomes through a differentiated approach.
Cost efficiency
An optimised structure that aims to keep pricing competitive without sacrificing performance. Active where it adds value, passive where it saves cost.
For further information on this fund please contact your sales representative.
