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| One month | Three months | One year | Three years (p.a) | Five years (p.a) | |
|---|---|---|---|---|---|
| Fund performance1 | 12.99 | -2.84 | 33.08 | 28.65 | -5.01 |
| Appropriate Market Index (AMI)2 | 12.49 | 10.15 | 41.89 | 30.28 | 19.88 |
AMI (appropriate market index) is a theoretical portfolio with similar underlying assets as the fund. This allows investors to see a comparison of how the value of those assets have changed in the market relative to the fund.
| Security Name | Percentage |
|---|---|
| Tesla Motors Inc | 8.78% |
| Robinhood Markets Inc | 4.87% |
| Shopify Inc | 4.85% |
| Tempus Ai Inc | 4.61% |
| Circle Internet Group Inc | 4.51% |
| Coinbase Global Inc | 4.10% |
| Palantir Technologies Inc | 4.02% |
| Advanced Micro Devices Inc. | 4.01% |
| Roblox Corp | 3.61% |
| Roku Inc | 3.14% |
Commentary
As of 30 April 2026
Market Overview
Broad-based global equity indexes sold off in late February and March amid escalating conflict in the Middle East before rebounding sharply in April following the announcement of a US/Iran ceasefire.
Relative to the MSCI World Index, the Information Technology, Communication Services and Consumer Discretionary sectors outperformed on balance in April, while the Energy, Health Care sectors lagged.
Fund Highlights
The fund returned 8.21% for the month, outperforming the benchmark.
Key contributors for the month include Advanced Micro Devices, CoreWeave and Tempus AI.