Morningstars' Top Small/Mid Global Equity Fund over 5 years

Morningstars’ Top Small/Mid Global Equity Fund over 5 years

Posted 02/02/2019

The Dual Momentum Fund is very proud to announce that for the 5 years to the end of December 2018 Morningstar rated our Fund with the top performance in its category with an annualised return of 12.03% per annum. The second placed fund provided a return of just 9.0% per annum, more than 3% below our result.

What it does.

The Dual Momentum Fund invests in stocks across a number of major international equity markets. Our proprietary investment methodology specifically targets those global stocks whose prices are trending upwards and outperforming all major global indices. Our processes differ significantly from those used in the more common Value or Fundamental investment styles favoured by most other investment managers.

Our system simply finds stocks that other managers don’t, or can’t.

The Dual Momentum Fund is currently open to new investment from wholesale investors.

Why it’s worth considering.

The Fund presents a different type of exposure to global equity markets and many investors have found value in adding it to their own portfolios or combining it with their existing international equity holdings.

The Fund has a history of providing very competitive returns, with Morningstar rating the Fund:
- 1st of 63 similar funds over 5 years
- 9th of 68 similar funds over 3 years
- 5th of 72 similar funds over 1 year
- 4th of 85 similar funds over 6 months
Investors can improve the diversification of their portfolios by adding the Fund as it uses different processes and selects different stocks for investment than the more commonly used Value or Fundamental investment styles.
For a short time an offer of free-carried equity in the management company is available for new and topping-up wholesale investors (contact us for more details).

Feel like doing something about it?

The Fund is currently open to new investment from wholesale investors. Click on the buttons below below to download an Information Memorandum or to cut straight to the chase and invest online.