LONG TERM CAPITAL FUND FACTSHEET (SEP 2024)

Vol. Sep 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.

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