To achieve its investment objective, the Fund will use an investment philosophy based on four key investment criteria:
- growth objective;
- strong barrier to entry;
- capable management; and
- attractive valuation.
The Fund will invest in equity instruments such as listed common share, American Depositary Receipt (ADR) and Global Depositary Receipt (GDR). Any new positions are initially subject to a maximum weight of approximately 1% of the Portfolio in order to avoid excessive enthusiasm for a new investment thesis. The typical structure of the Fund will have between 35 and 55 securities in order to achieve optimal diversification.