Aim:
Invest in medium and large sized high growth companies with competitive advantages and financial strength
Performance Driver:
Concentrated exposure to fewer sectors; large-cap orientation has achieved growth during rallies and checked on downside during falls
Why Invest?
The buy-and-hold strategy and low portfolio turnover is a good long-term investment with tax benefits
Flipside:
The fund's few contrarian bets may impact short-term performance
Invest if:
You are looking for tax deductions on investments with equity exposure but low risk tolerance
Posts
No comments:
Post a Comment