The aim of this fund is to generate long-term capital growth using a seamless investment process that combines top-down analysis and bottom-up selection. The fund manager identifies the most promising trends and themes and then selects the stocks that offer the highest upside at the best price. The portfolio is limited to around 20 stocks, including both SMI blue chips and small and mid caps. The growth potential of small and mid caps is often underestimated, which means they can add significant value to the fund. The fund may also invest in third-party funds, derivative instruments and cash equivalents in order to reduce volatility and harness opportunities. It offers daily liquidity.

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