Strategic Growth Fund
The Strategic Growth Fund invests in a carefully selected portfolio of global companies, with a clear focus on delivering strong long-term returns through high-conviction investments in market leaders.
How has the fund performed?
Returns are calculated after fees, before tax and annualised wherever the time period is greater than one year. Performance prior to the inception of the retail fund is calculated using the returns of the underlying wholesale fund adjusted for fees. Past performance is not an indication of future performance.
Risk Indicator
The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund's assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.
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Lower Risk
Higher Risk
Strategies Mix
Cumulative Performance
Fund inception was 5 September 2025. Performance numbers from 24 May 2024 to 5 September 2025 are based on the returns of a Wholesale PIE Fund using the same strategy before fees and tax, with this retail fund’s fee structure applied. Performance is calculated after fees and before tax. Past performance is not an indication of future performance.
Significant Holdings
