Driving results with dynamic expertise
Strategic growth opportunities
Harnessing innovation and diversification to deliver strong capital growth, the Dynamic Fund adapts to evolving market conditions to maximise investor returns.
Global market reach
With exposure to diverse regions, including the US, Europe, and emerging markets like India, the fund captures opportunities across established and developing economies.
Ethical and responsible investment
Focused on long-term growth, the Dynamic Fund aligns with ethical standards, avoiding sectors like gambling and harmful substances while prioritising sustainability.
A carefully selected portfolio designed to optimise diversification and growth potential.
Expertly tailored to respond to market dynamics, ensuring optimal performance.
Delivering value across market cycles
The Dynamic Fund has consistently outperformed its benchmarks, demonstrating resilience and adaptability even in volatile conditions. From a robust rebound in 2023 to strong performance in subsequent years, the fund’s active management and strategic asset allocation have set it apart.
A portfolio built for growth
With a focus on diversification and high-performing assets, the fund’s 14 core holdings span innovative sectors and global opportunities, ensuring a resilient and future-focused portfolio:
- Alquity SICAV – Alquity Indian Subcontinent
- Amundi MSCI World Information Tech UCITS ETF
- Dominion Global Trends – Managed Fund
- Global X Artificial Intelligence & Technology ETF
- Goldman Sachs US SmCp CORE® Eq R Acc Snap
- Guinness Global Equity Income Y USD Acc
- Guinness Global Innovators Y Acc USD
- Invesco CoinShares Global Blockchain UCITS ETF Acc
- Invesco UK Opportunities (UK) Z Inc
- iShares MSCI Japan USD Hedged UCITS ETF (Acc)
- JOHCM Continental European B GBP
- SPDR S&P 500 UCITS ETF Dist
- Xtrackers MSCI World Consumer Dis UCITS ETF 1C
- Xtrackers MSCI World Energy UCITS ETF 1C
Dynamic strategies for a long-term success
The Dynamic Fund combines innovation, ethical investment, and global market opportunities to deliver growth and resilience. Designed for investors seeking long-term value, the fund leverages a carefully curated portfolio to navigate diverse market conditions effectively.
Discover how the Dynamic Fund can align with your financial goals. Contact us today for more information!
