We have consistently doubled initial investment at least every 5 years since inception using the following strategy:
- Quarterly dividends: Reinvest quarterly dividends (1.5% of the full fund value)
- Monthly discretionary growth: Allocated and reinvested each month as well as quarterly dividends reinvested
- Compounded growth: Enhanced exponentially by reinvested dividends and discretionary growth increasing the value of by approximately 3% - 4% per annum risk-free. This is a unique feature of our fund