North American Smaller Companies
Russell 2000 Growth Net of 15% withh tax
Open Ended Investment Company
To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in a growth style biased portfolio of small capitalisation US companies. ▪ Uses a fundamental, bottom-up stock selection process. ▪ Targets companies with strong fundamentals that have the ability to deliver higher earnings growth than market expectations. ESG determinations may not be conclusive and securities of companies / issuers may be purchased and retained, without limit, by the Investment Manager regardless of potential ESG impact. Benchmark Russell 2000 Growth (Net of 15% withholding tax) Benchmark uses and resemblance ▪ The Fund is actively managed. The Benchmark is a Performance Comparator and the Fund may bear little resemblance to its Benchmark. The Benchmark has been chosen as it reflects the main investment universe and strategy for the Fund.
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