Wealth Management

We will be dynamically adjusting the allocation to equities and fixed income with a view of maximising absolute return

Investment Objective
A hybrid fund that seeks to maximise long-term capital returns by allocating investments dynamically across equity and fixed income investments based on expected future returns for each asset class.
Risk
A higher risk option for long-term capital growth.
Who is it for
Core portfolio holding for those looking to maximise long-term capital appreciation.

Performance History

Asset Allocation

Sector Allocation (Within Equity)

Daily NAV

Fund Documents

Historical Documents

Dynamic Opportunities Fund

For investors looking for long-term capital appreciation.
The Dynamic Opportunities Fund is a hybrid fund that incorporates dynamic investments across equity and fixed income securities.
Last 30 Days
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Income Fund

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Application Forms

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