Page 36 - Taking Stock 22 Summer 2019

Summer 2019 Taking Stock Product Spotlight What is the Fund’s aim? Delivering strong, long term risk-adjusted returns across the portfolio is central to the investment approach and proposition. In speci c terms, the objective of the Fund is to deliver a compound rate of return greater than 10% per annum after fees over the long-term. ❝ Double Digit Returns... ...Lower risk of capital loss Express Conviction Risk productivity Fundamental Risk Base Case Return Dual objective For illustrative purpose Diversi cation & Correlation 36 ❝