Lakson Equity Fund
The investment objective of the Lakson Equity Fund is to provide long-term capital appreciation by investing mainly in equity and related listed securities. Investments will be made in companies of substance, financial strength and demonstrably superior management skills with some exposure given to smaller capitalized value stocks.
Investment & Suitability
The fund is best suited for investors seeking capital appreciation with a long term investment horizon.
Performance Summary
1 Day Return | 15 Day Return | 30 Day Return | 90 Day Return | 180 Day Return | 365 Day Return |
---|---|---|---|---|---|
0.00% | 2.68% | 10.29% | 24.75% | 29.80% | 70.76% |
Investment Committee
Rating by PACRA
3 Star
4 Star
PACRA has assigned 4 Star ranking to
Lakson Investment Limited
(trailing 12 months) and
4 Star (trailing 36 months)
* Updated Daily ** Updated Weekly *** Updated Monthly
Disclaimer
All investments in Mutual Funds are subject to market risks. The NAV of units may go up or down based on the market conditions. Past performance is not necessarily indicative of future results. The investors are advised in their own interest to carefully read the Offering Document in particular the investment policies in Clause 2.2 and risk disclosures and warning statements in contained in Clause 2.11 and part 11 in the respective Offering Documents.