ES River and Mercantile UK Dynamic Equity Fund Z Acc

The fund aims to grow the value of investments in excess of the MSCI United Kingdom Investable Market Index (IMI) Net Total Return over a rolling 5-year period, after fees, with a focus on capital growth. However, there is no guarantee that this objective will be achieved.

The fund invests at least 60% of its value in shares of UK companies, with a potential allocation of up to 20% in shares of non-UK companies listed in the UK. Additionally, up to 20% of the fund may be invested in shares of overseas companies, excluding emerging markets, collective investment schemes, and cash. The fund may also use derivatives for efficient portfolio management, such as currency hedging.

Investing in the fund carries the risk of capital loss, as the value of investments may decrease. The fund's actively managed approach and potential concentration in a limited number of companies may result in higher volatility and potential underperformance compared to more diversified funds.

https://www.eqt.com.au/corporates-and-fund-managers/fund-managers/uk-and-europe/uk-and-europe/our-fund-rangers/es-river-and-mercantile-funds-icvc