DSM Global Growth Equity Fund – AU/NZ

DSM GLOBAL GROWTH EQUITY FUND

Daily NAV Share Price as of: 16/09/2021
Classes NAV (A$)
DSM GLOBAL GROWTH EQUITY FUND - Institutional Class $1.9002
DSM GLOBAL GROWTH EQUITY FUND - Retail Class $1.1231

DSM GLOBAL GROWTH EQUITY FUND

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

DSM Global Growth Equity Fund – Fact Sheet

DSM Global Growth Equity Fund – Lonsec Research Rating Report: Recommended
DSM Global Growth Equity Fund – SQM Research Rating Report: Superior

The rating issued 02/2021 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.

By downloading the report you agree to the above conditions.

DSM Global Growth Equity Fund – Lonsec Research Rating Report: Recommended

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. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. 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. 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.

By downloading the report you are confirming that you are a Wholesale Client under section 761G of the Corporations Act 2001 and agree to the Terms and Conditions available at the Disclaimer link at the bottom of this website. Further, you agree that you will not directly or indirectly disseminate information contained on this website to retail clients within the meaning of the Corporations Act 2001.

DSM Global Growth Equity Fund – SQM Research Rating Report: Superior

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