NEW CAPITAL
US FUTURE LEADERS FUND

»MIKE CLULOW

Capturing the rapid growth of emerging companies

Benefiting from disruptive business models in the US

New Capital US Future Leaders Fund is an equity fund designed to capture the rapid growth of emerging companies that are benefiting from the economic transformation brought about by disruptive business models in the US.

The Fund is a high conviction, long-only equity fund that will typically invest in 30 companies across the mid-cap space. The Fund will maintain a fundamental, active stock-picking style which focuses on visionary management, earnings momentum and strong balance sheets. Business sectors favoured by the Fund include Technology, Healthcare, Financials and Consumer Discretionary. It will be benchmarked against the Russell Mid-Cap Growth Index.

The Fund is managed by EFGAM’s US growth equity team, all of whom have worked together since 2003. Based in Portland, Oregon, they consist of senior portfolio managers, Joel Rubenstein, Tim Butler and Mike Clulow, and research analyst Chelsea Wiater.

EFGAM has long held the view that great management is pivotal to successful companies and their ability to continually innovate or disrupt the status quo. However, this is not easily quantifiable or always apparent from traditional company analysis. The Future Leaders Panel was established to work alongside EFGAM analysts to build a proprietary and practical investment framework to enable EFGAM to identify visionary leaders in company management teams.

Click here to find out more about the Future Leaders Panel

PRICES AND LITERATURE

Class ISIN Price Currency Price Date Factsheet Datasheet KIID
USD Ord Acc IE00BF2SJ548 88.04 USD 12/11/2018 - -
USD Inst Acc IE00BF2SJ654 88.26 USD 12/11/2018 -
USD Seeder Acc IE00BF2SJ761 88.31 USD 12/11/2018 - -
GBP Unhedged Acc. IE00BF2SJB00 90.65 GBP 12/11/2018 - -
GBP Acc IE00BF2SJ985 84.03 GBP 12/11/2018 - -

DOWNLOAD FUND DOCUMENTS FOR DUE DILIGENCE

Reports & Accounts
Annual Report-ENG
Semi-Annual Report-ENG
Prospectus
Full Prospectus-ENG
How to Invest
Application Form
Shareholder Notice
Shareholder Notice-ENG
HMRC Year End Reporting
HMRC Reporting-ENG
Registration Matrix
Registration Matrix-ENG
Dealing Calendar
Dealing Calendar-ENG
Memorandum and Articles of Association
Memorandum and Articles of Association-ENG
Dividend Schedule
Dividend Schedule-ENG

DOWNLOAD HISTORICAL PRICES FOR DUE DILLIGENCE

SELECT SHARE CLASSES:





SELECT DATE RANGE:

From:      To: