Quarterly update
Watch the investment team recap this quarter.
(Note: As at April 2024).
INVESTMENT OBJECTIVE
This global growth fund invests in companies that create and benefit from advances in technology. We invest in companies we believe to be resilient and smaller positions in companies that have optionality—meaning large potential upside under a specific scenario. This fund seeks to provide strong long-term returns with volatility characteristics on par with its peers.
The Fund’s investment objective is to seek long-term growth of capital.
The Fund pursues its objective by investing at least 80% of its net asset value in equities selected for their growth potential.
The Fund will invest in companies that the will benefit significantly from advances or improvements in technology. These are generally: (i) companies that have or will develop products, processes or services that will provide significant technological advancements or improvements; or (ii) companies that rely extensively on technology in connection with their operations or services such as, but not limited to, companies offering medical products and services, alternative energy equipment and services, or sophisticated industrial products.
The aggregate amount of the Fund which may be invested in securities traded on the developing markets is 20% of the net asset value of the Fund and no more than 10% of the net asset value of the Fund may be invested in securities traded on any one developing market.
ABOUT THIS FUND
- Seeks to invest in companies that create and benefit from advances in technology
- Balances resilient companies with those with growth potential to seek an optimal mix of risk and growth
- Process focused around analysts with over 120 years of combined experience
AWARDS
Ratings for this fund include:
