Vol. Oct 2024 – Long Term Capital Fund Factsheet.
The Fund aims to deliver a steady combination of long-term capital growth and income by investing globally in a range of asset classes.
Asset allocation targets 60-70% in public securities and 30-40% in alternatives and private investments. Top-down themes are focused on growth sectors: Technology, Healthcare, and Consumer.
The Fund targets >5% net return per annum over a market cycle and is of medium risk profile.
The Fund aims to deliver both coupon income and capital appreciation through investment in global fixed income securities, primarily in investment grade bonds, senior bonds and quasi sovereign bonds.
Global markets experienced heightened volatility in November, driven by a push and pull between concerns over AI valuations and growing expectations of monetary easing. In Asia, Chinese markets remained caught between policy optimism and weak economic data, as subdued inflation and slowing investment highlighted soft domestic demand.
The Fund aims to deliver a steady combination of long-term capital growth and income by investing globally in a range of asset classes.
