/ Global Growth Fund

Overview

The Melville Douglas Global Growth Fund is an actively managed, global multi-asset class strategy designed to reflect Melville Douglas’s optimal long-term capital growth strategy. At all times, the strategy focuses on delivering balance: a balance between investment returns and the risk associated with those returns, between capital growth and cash generation, and between compound and cyclical price performers.

The objective of the fund is to provide long-term capital growth by investing in a well-diversified portfolio comprising quoted global equities, global fixed-income securities including government and corporate bonds, and money market instruments which will maximise investment returns in USD.

Investor Profile

This fund is suitable for investors who are seeking capital growth and have an investment horizon longer than five years. The investor is willing to assume greater risk in the pursuit of higher returns.

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Fund Facts

Risk Rating
Aggressive
Benchmark
65% MSCI World NR 35% JPM Global Agg
Minimum initial investment
$ 2 500
lump sum
Minimum additional investment
$ 1 000
monthly

Fund Documents

Fund Documents Type Size    
Fund fact sheet PDF 366 KB Open Download
Fund Prospectus PDF 1.59 MB Open Download

Risk Profile

Fund Archive