General Equity Fund

The General Equity fund (shares) targets a return of 20% per annum in USD.

Investment Objective:

The fund will invest in global equities. The fund aims to achieve maximum capital growth over the medium to long term by investing in companies that are undervalued relative to realistic growth prospects. This fund is suitable for investors who can withstand potential capital volatility in the shorter term.

The objective of this fund is also to provide above average long-term capital growth by selling short global equities which the Investment Manager has identified as being overvalued thereby generating additional above average growth potential for the fund and more importantly, hedging the overall risk of the fund.

Investment Strategy:

This fund aims to outperform the MSCI World Index through active stock selection in global equities that the Investment Manager has identified as being undervalued or overvalued. The fund may therefore at any time hold both long and short positions at the same time. The fund may also utilise margin to gain the benefits of leverage.

No assurance can be given that the fund will achieve its investment objective. No assurance can be given that any of these disciplines will be profitable or that any investment selected by the Investment Manager will achieve its investment objectives.

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