The Select Growth Fund is suitable for investors who are seeking long-term growth but are concerned about moderating the risk associated with being invested in stocks at all times. They are also seeking to diversify their portfolio and are willing to accept a higher degree of short-term risk and a moderate degree of price fluctuation.
Investment Objective
Seeking to achieve an above average total return over the long term, the objective of the Fund is to be consistent with the preservation of capital through investments. This is primarily in a diversified portfolio of other mutual funds with growth strategies and other select securities.
Geographical Allocation
[wp_charts title=”Geographical Location” type=”pie” align=”aligncenter” width=”90%” height=”auto” margin=”5px 20px” data=”67,21,12″ colors=”#7895aC, #ffe503, #7cc242″]
- Internationl = 67%
- Local = 21%
- Reqional = 12%
Asset Allocation
[wp_charts title=”Asset Location” type=”pie” align=”aligncenter” width=”90%” height=”auto” margin=”5px 20px” data=”74.5,14.0,0,0,1.5,10.0″ colors=”#7895aC, #ffe503, #7cc242, #545454, #8fc6f7, #f6447b”]
- Equities = 74.5%
- Bonds = 14.0%
- Mortgages = 0%
- Real Estate = 0%
- Deposits = 1.5%
- Cash = 10.0%
* Information for these charts are as at November 7, 2014
Annual Track Record
| Year | Return % | Net Asset Value (NAV) BDS$ |
|---|---|---|
| 2005 | 7.0 | 1.07 |
| 2006 | 0.0 | 1.07 |
| 2007 | 9.3 | 1.17 |
| 2008 | -12.8 | 1.01 |
| 2009 | 5.1 | 1.06 |
| 2010 | 4.7 | 1.11 |
| 2011 | -4.8 | 1.06 |
| 2012 | 10.3 | 1.17 |
| 2013 | 8.5 | 1.27 |
Top 5 Investment Holdings
Goddard Enterprises Ltd
MS Global Infrastructure Fund
Simpson Finance Limited 2021 Bond
Massy Holdings Limited
Unit Trust Corporation