1. Discovery Global Megatrends Fund
Partnering with Goldman Sachs Asset Management, a leader in the global thematic investing space, we’re introducing an exciting new investment opportunity to give clients access to megatrends that are redefining the investment space.
In this changing world, trends are emerging that are set to transform investment markets globally. Four megatrends in particular have been globally recognised as macroeconomic forces that will fundamentally shape the world going forward, including some
of society’s biggest challenges – and opportunities.
of society’s biggest challenges – and opportunities.
No other investment company can currently offer more than 40% offshore exposure, it has all been capped. The portfolio is split into 4 sectors:
25% IT – Tech advancement (Marvel, Mercado Libre, Netflix, Snapchat, Mediatek etc) 82.68% 1 year return
25% New Age Consumer (i.e. Millenials) Amazon, Facebook, Tencent, Next Era Energy etc 72.41% 1 year return
25% Environmental Sustainability (Schneider, DS Smith, Ecolab, Next Era Energy 86.78% 1 year return
25% Future of Healthcare (Catalent, Guardant Health, Lilly etc) 20.1% 1 year return
2. Discovery Balanced Fund – refer to Minimum Disclosure Fund Fact Sheet attached.
3. M&G Balanced Fund – refer to Minimum Disclosure Fund Fact Sheet attached.