The fund aims to offer superior returns over the medium to longer term. It achieves this by selectively investing in a focused portfolio of listed industrial companies. The fund aims to achieve its performance objective through well researched and superior share selection.
The fund is for investors wishing to diversify their portfolio to include a specialist fund and who believe the consumer sector offers strong growth opportunities.
This is an aggressive risk fund (risk rating 5). With its exclusive exposure to the consumer sector, it may be more volatile than a fully diversified general equity portfolio. The fund is exposed to share price movements, which are affected by the performance of individual companies, general market conditions as well as political and economic changes. In addition, this fund may hold a greater risk as exposure limits to a single security may be higher. Risk is minimised through a diversified portfolio of shares. Poor performance of one share may be offset by stronger performance of other shares.