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The objective of this fund is to achieve long-term capital growth. Cormac Weldon has managed this fund since its inception in 2014 and seeks to generate outperformance from research-driven, bottom-up selection. Once a stock has been identified, the team will carry out in depth fundamental analysis on factors such as company's business model, its financial model and balance sheet strength. Weldon invests across the market cap spectrum but there is a bias toward mid-cap stocks. The portfolio also includes stocks with both growth and value characteristics as Weldon like a flexible approach. This is to ensure the fund delivers returns in different market conditions.
Below is the online factsheet for your selected instrument. You can change time periods in certain areas of the factsheet and generate a version to PDF using the "Print" button.
You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.
Analyst Report
