Allard Growth


Fund Investment Objectives

Investment philosophy is based on the premise that by investing in well managed companies in the Asia Pacific region, investors will achieve significant long-term rewards. The Fund targets absolute (not relative) performance - cash is regarded as the ultimate benchmark asset. Investment objective: to achieve a compound net rate of return of 15% per annum over the long term. In aiming to achieve this the Fund uses both broad top-down guidance and detailed bottom-up analysis to identify suitable industries and companies. It then applies a disciplined valuation process to select the most attractive investment opportunities. Minimum account: $ (USD)100,000 or greater of 10,000 units