Value Tree Dynamic Cap

Value Tree Dynamic aims to grow investors' capital by primarily investing in stocks of solid, expanding, and well-managed companies around the world, especially in Europe and the USA. The fund allocates up to 85% of its portfolio to equities and at least 15% to fixed income investments, including corporate and government bonds, as well as fixed and floating rate bonds and convertible bonds. It selects a diverse range of securities from issuers of any nationality and currency, and may also include investments in emerging markets to enhance growth opportunities, all based on careful internal value assessments.