Overview
• seeking capital growth
• using the product for a major allocation of their portfolio or less
• with a minimum investment timeframe of 5 years
• with a high to very high risk/return profile, and
• who is unlikely to need access to their capital for up to one week from a request
This product is for advised clients only.
Performance
Performance
Growth of Hypothetical $10,000
Distributions
-
Returns
1y | 3y | 5y | 10y | Incept. | |
---|---|---|---|---|---|
Total Return (%) | - | - | - | - | - |
Benchmark (%) | - | - | - | - | - |
YTD | 1m | 3m | 6m | 1y | 3y | 5y | 10y | Incept. | |
---|---|---|---|---|---|---|---|---|---|
Total Return (%) | - | 5.22 | 5.64 | - | - | - | - | - | 14.35 |
Benchmark (%) | - | 4.93 | 5.42 | - | - | - | - | - | 13.81 |
The performance quoted represents past performance and does not guarantee future results.
Key Facts
Key Facts
Holdings
Holdings
Name | Weight (%) |
---|---|
APPLE INC | 6.05 |
NVIDIA CORPORATION | 5.49 |
MICROSOFT CORPORATION | 5.32 |
AMAZON.COM INC | 2.78 |
ALPHABET INC | 2.52 |
Name | Weight (%) |
---|---|
BANK OF AMERICA CORP | 1.59 |
META PLATFORMS INC | 1.51 |
SHELL PLC | 1.38 |
COSTCO WHOLESALE CORPORATION | 1.38 |
BOOKING HOLDINGS INC | 1.32 |