Performance

  • Consistent output of the doubled initial investment at least every 5 years, since inception.
  • Annual Growth is Generated three-fold:
    • Quarterly Dividends: 1,5% on the full fund value (FV) – On the accumulated monthly discretionary growth.
    • Monthly DIscretionary Growth: That is allocated and vest each month. The growth would also be on the dividends reinvested each quarter.
    • Compounded Growth: Enhanced exponentially due to the interaction between the dividends and the discretionary growth. This adds 3%-4% extra p/a, risk-free to the fund value. No other fund has this.