Investments Guild Capital Asset Management Fund At A Glance
| Fund at a glance |
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Fund objective To increase the wealth of investors by outperforming the Fund’s benchmark after fees and expenses over a long term investment horizon of 5 – 7 years Fund benchmark S&P/ Investment objective The Fund seeks long-term capital growth with some income. Recommended minimum investment horizon 5-7 years Expected volatility of returns High Potential for capital growth High Potential for income Low to Medium Minimum initial investment $10,000 for retail units and $250,000 for wholesale units Wholesale unitholder An investor that invests a minimum of $250,000. Minimum additional investment $2,500 Minimum withdrawal $2,500 Minimum balance $10,000 for retail unitholders only Distributions Half yearly (usually within 3 weeks from 30 June and 31 December) Estimated management expense ratio ( 1.4965% of your investment for retail units and 1.025% of your investment for wholesale units Investments can be made At any time (application and redemption requests received after Redemptions can be made At any time but in some circumstances there can be delay in paymento increase the wealth of investors by outperforming the Fund's benchmark after fees and expenses over a long term investment horizon of 5-7 years. Unit Pricing Policy Read GCAM's Unit Pricing Policy.
How to invest and who to contact Go to How To Invest with GCAM or This e-mail address is being protected from spambots. You need JavaScript enabled to view it if you want to know more. |