Global Growth

About

The DSM Global Growth strategy seeks long-term capital appreciation through investments in the stocks of quality US and international companies exhibiting strong growth characteristics and share prices that represent attractive returns.

The strategy generally invests in 25 to 50 companies operating among North America, Europe, other developed, and emerging markets. Portfolio holdings typically have market capitalizations in excess of $10 billion. The strategy uses no leverage, futures, options or derivatives.  Currency exposure is unhedged.

Invest in fund

performance performance performance performance performance

The performance data shown is for an investor in the Global Growth Equity Fund which has an inception date of February 2021. The investment manager has been managing the strategy for offshore investors since October 2010. All fees, costs and charges including a management fee of 1.15% p.a have been deducted. The performance data assumes the reinvestment of distributions. Past performance is no guarantee of future performance. Potential investors should seek advice from their financial advisers before making an investment decision in this fund.

Performance
Period to 30 SEP 2021
1 Month

-4.74%

3 Month

-3.11%

Since inception (cumulative)

2.53%

Financial Year

1 july - 30 june
YEAR
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
TOTAL*
FY22

-1.17%

2.91%

-4.74%

-3.11%  

FY21

–4.55%

0.44%

5.18%

-2.18%

7.29%

5.81%

* The total return represents a full financial year compound annual rate of return.

Calendar Year

1 january - 31 December
YEAR
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
TOTAL*
2021

–4.55%

0.44%

5.18%

-2.18%

7.29%

-1.17%

2.91%

-4.74%

2.53%

* The total return represents a full calendar year compound annual rate of return.

The information and content on this website was prepared by Mantis Funds Pty Ltd (“Mantis”). The contents of this website are general in nature and is not an offer or invitation for subscription or purchase or a recommendation with respect to any investment with Mantis. The information should not be considered financial product advice and is not to be used as a basis for making any investment decision. The information on this website has been prepared without considering any of the person’s objectives, financial situation or needs. Persons considering action on the basis of information on this website should seek independent financial and taxation advice and read the relevant product disclosure statement or other offer documents before making an investment decision (including a decision about whether to acquire or continue to hold) about a financial product. Past performance is not a reliable indication of future performance. The products referred to on this website are only available to wholesale or sophisticated investors. For your convenience, we have provided links to some external websites including those of our partners. Mantis takes no responsibility for information provided on those external websites. Any information on those external websites relating to performance or any offer to invest, to wholesale investors only, is not made by Mantis.

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