PG Strategic Growth Fund

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.

1

2

3

4

5

6

7

Lower Risk

Higher Risk

Strategies Mix

Cumulative Performance

Performance is calculated after fees and before tax. 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.

Significant Holdings

Key Information

Strategic Growth Fund Fact Sheet

Product Disclosure Statement (PDS)

Statement Of Investment Policy & Objectives (SIPO)

Portfolio Team

CIO & Director

Tim Chesterfield

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