Fund description
The Fund seeks to provide long-term capital appreciation by investing primarily in growth-oriented equity securities of large-cap U.S. companies that demonstrate sustainable ESG characteristics.
Investment process
Winslow Capital seeks to outperform the benchmark over the long term and utilises an investment process driven by fundamental analysis with an underlying valuation discipline:
- Identify investment universe using a quantitative screen of large capitalisation companies
- Qualitatively assess and identify purchase candidates through bottom-up research
- Conduct active research review, seeking quality companies with above-average earnings growth
- Apply valuation disciplines to further narrow purchase candidates
- Assess ESG & controversy inputs to emphasize leaders, avoid laggards and exclude companies with material ESG concerns
- Construct portfolio of approximately 50-60 stocks that is distinguishable from the benchmark
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Past performance is not a reliable guide to future performance. Fund returns include the reinvestment of dividends, interest, and other earnings and the deduction of Fund operating expenses and management fees. Returns do not reflect the deduction of taxes and/or redemption fees.
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An investment in the Fund is subject, among other risks, to market risk or the risk that stocks in the portfolio will decline in response to such factors as adverse company news or industry developments or a general economic decline. Dividends are not guaranteed. Securities investments in certain markets present additional risks, including currency fluctuation, political and economic instability, lack of liquidity, and differing legal and accounting standards. The potential use of derivatives involves a high degree of financial risk, including the risk that the loss on a derivative may be greater than the principal amount invested. There is no guarantee that the Fund will meet its investment objective. Past performance is not a reliable guide to future performance.