DSM GLOBAL GROWTH EQUITY FUND
|Daily NAV Share Price as of: 26/09/2023|
|DSM GLOBAL GROWTH EQUITY FUND - Institutional Class||$1.6005|
|DSM GLOBAL GROWTH EQUITY FUND - Retail Class||$0.9431|
The rating issued 05/2023 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
The Global Growth Equity Fund aims to provide investors with sustainable growth in capital over the long-term by focusing on quality growth companies with attractive valuations. Under normal circumstances, the Global Growth Equity Fund will primarily invest its net assets in equity securities of large capitalization companies. Equity securities include, but are not limited to, common stocks, preferred stocks, securities convertible into common stocks, rights and warrants. The Global Growth Equity Fund has no limit on the amount of its assets it can invest in equity securities of domestic or foreign companies, including those in emerging markets. A large capitalization company is one that has a market capitalization of more than USD 10 billion at the time of the investment by the Global Growth Equity Fund. The Global Growth Equity Fund generally will contain 25 to 50 positions. The Global Growth Equity Fund may, from time to time, have significant exposure to one or more issuers, industries, geographic regions or sectors of the global economy.
Fund Literature & Application
DSM Global Growth Equity Fund – Product Disclosure Statement – Retail Class
DSM Global Growth Equity Fund – Product Disclosure Statement – Institutional Class
DSM Global Growth Equity Fund Application Form
DSM Global Growth Equity Fund Reference Guide