The Intelligent Investor Equity Growth Fund is focused on investing in tomorrow’s undiscovered market leaders alongside some of the world’s best businesses with far brighter prospects than is currently appreciated by the market.
The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.
The fund aims to invest in a portfolio of ethically and socially responsible undervalued companies to achieve medium to long-term capital growth.
The fund aims to achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth portfolio over rolling five year periods, after fees.