Investment Philosophy

Managed Equity Fund aims to provide capital growth for investors by investing in markets over the long term. The Fund predominantly focuses on markets in the US, Europe and Japan.

Managed Equity Fund utilises an “Enhance” and “Protect” philosophy to investing. The Fund aims to “Enhance” returns when markets are positive and “Protect” returns when markets are negative. The Fund employs position trading, capital allocation and risk management to enhance and protect returns. “Enhance” and “Protect” is at the core of the Managed Equity strategy and aims to provide investors with a better risk adjusted performance than the MSCI World Index over the long term.