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| FUM (millions) | |
| Fund Overview | The investment manager believes that key intangible assets (such as Brands, Patents, Licenses, Logistical capability, a Captive client base) are the most difficult to replicate and that these key assets enable companies to entrench their products/services in the marketplace. |
| Manager Comments | The Fund's largest holdings were Industrials at 18.21 and Consumer Discretionary at 17.69 and the smallest sector holding was Energy at 0.95%. The five largest holdings represented 18.54% of the Fund and these were TPG Telecom, Sky Network, AMP, STW Communications and Amcom Telecomms. |
| More Information | » View detailed profile of this fund |
