US National Day of Mourning for President Carter – non-dealing day in this fund
Please note we are declaring an additional non-dealing day for this fund. A non-dealing day will be in place on Thursday 9 January 2025, with dealing resuming on Friday 10 January 2025. This is due to the US National Day of Mourning for President Carter, which will see the New York Stock Exchange closed for the day.
Investment Update
Watch the investment team update for this quarter.
Note: Filmed in April 2022
INVESTMENT OBJECTIVE
The Fund aims to obtain maximum total return, consistent with preservation of capital. The Fund invests up to 70% of its net asset value (but at all times not less than 60% of its net asset value) in income producing securities of US issuers.
ABOUT THIS FUND
- Culture of collaboration, global integration and respectful challenge with a research-first mentality.
- Disciplined investment process targets repeatable performance utilizing our structural foundation as a better starting point.
- Bottom-up idea generation across a diverse set of return sources, incorporating dynamic allocation through market cycles.
