Investment returns first. The investment return objective of the Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of global growth oriented small and medium capitalisation companies.
Long only, relative returns
Number of positions
20 - 40
31 October 2023
Minimum suggested investment period
At least 5 years
The investment return objective of the Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long only portfolio of global growth oriented small and medium capitalisation companies.
You may consider this fund if you are looking for capital growth, intend to invest in global growth equities for at least 5-7 years, accessing leading-edge companies at the forefront of structural change and wish to remain fully invested (less than 10% cash) and are therefore less concerned by short term market volatility.
This Fund is not suitable for those investors with a short investment time horizon (less than 5 years), seeking regular income or does not have a high / very high tolerance for risk given full exposure to equities.
Diversification: Munro’s professional and active management of global small-to-mid capitalisation companies can add diversification across geography, size and sector when added to your existing portfolio.
Access to investment opportunities: With thousands of global small and medium capitalisation (SMID) companies available, many are misunderstood or overlooked by investors, Munro, via its investment management team and investment process, aims to seek out and invest in some of the most innovative and fastest growing SMID companies in the world today.
Risk management: Munro deploys a time-tested risk management system with vigilant stop losses and rigorous reviews. Munro carefully reviews the Fund’s positioning size and diversification.
Holdings at a 30 day lag