New Capital US Growth Fund

Fund Objective

The investment objective is to provide capital appreciation, primarily through actively investing in high quality US mid and large cap stocks that exhibit strong growth trends yet are trading at low relative valuation.

Fund Manager

Joel Rubenstein




Warning statement

Past performance is not a guide to future performance. Returns may increase or decrease as a result of currency fluctuations. All performance data is calculated NAV to NAV, net of fees, dividends reinvested and does not take account of commissions and costs incurred on the issue and redemption of units. US/Hong Kong dollar-based investors are exposed to currency fluctuations where funds are denominated in currencies other than US/Hong Kong dollars.

Performance data is not available if a share class is less than 12 calendar months old. However performance data for other share classes of the same fund will be available in the factsheet, provided such share classes are more than 12 calendar months old. Performance between share classes may differ due to factors such as hedging strategies and fees.

Please click here for the previous 5-year annual performance of Hong Kong authorised funds.

Important Information

  • The Fund invests primarily in U.S. equity and equity related securities.
  • The Fund is therefore exposed to a range of investment related risks which include risks associated with investing in equity securities, concentration risk, currency risk and derivatives risk.
  • The investment may involve risks that could result in loss of part or entire amount of investors’ investment.
  • Investors should not solely rely on this document to make any investment decision. You should read and understand the offering documents for further fund details including risk factors.