||06/12/14 to 06/12/15
||06/12/15 to 06/12/16
||06/12/16 to 06/12/17
||06/12/17 to 06/12/18
||06/12/18 to 06/12/19
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
View fund chart
Our view on this fund
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
The objective of the Fund is to achieve long-term capital growth. The Fund will invest primarily in a concentrated portfolio of global equities. This approach means that the ACD has the flexibility to take significant stock and sector positions, which may lead to increased levels of volatility. If the ACD considers it desirable, it may further invest up to one-third of the total assets of the Fund other securities (including securities convertible into equity securities and/or warrants, fixed interest securities, money market securities, cash and near cash.) In addition, the ACD may use derivatives and forward transactions for purposes that are limited to efficient portfolio management.