August 19, 2026
The AV Growth Strategy is an open-end fund with a strategy focused on long-term capital growth, designed for investors seeking greater appreciation potential and willing to accept higher exposure to equities and market fluctuations.
The fund invests primarily in ETFs and mutual funds, maintaining a diversified exposure across different asset classes, with a greater strategic weighting in equities. The portfolio is actively managed, adjusting its exposure and asset allocation in accordance with market conditions and opportunities, with the goal of maximizing long-term capital appreciation.
The strategy maintains a long-term investment perspective and seeks to participate in market growth while preserving adequate diversification and disciplined risk management. The fund does not distribute dividends, focusing instead on the appreciation of investments and allowing returns to remain invested to foster cumulative capital growth.
