John Deere autonomous tractor – look closely to see Portfolio Manager Anshu Sharma in the driver’s seat! The Consumer Electronics Show (CES) – the first big technology conference every year … Read More
What drove +41.4% net-of-fees return for the financial year to June 30 2024?
For the 2023/24 financial year, the Fund gained +41.4% net-of-fees while the benchmark grew +19.3%, generating outperformance of +22.1%.
Electricity is the new oil
Source: Onsemi “The United States still gets most of its energy by setting millions of tiny fires everywhere. Cars, trucks, homes and factories all burn fossil fuels in countless engines, furnaces and … Read More





