
Progressive Trends Fund
ISIN
KYG3R81A1155
Since inception
+10.1%
Total Net Assets
$20M
Liquidity
Monthly
Inception date
August 2024
Key Features
GARP Investing
We adhere to the GARP (Growth at a Reasonable Price) principle, targeting growth stocks with attractive valuations
Focus on Innovation
Our portfolio primarily includes stocks from innovative sectors in the U.S. and EU
Target Return
We aim for an annual target return of over 10% in USD
Flexible Transactions
Enjoy the flexibility of monthly deposits and withdrawals of any amount without any fees
Risk Management
We utilize derivatives to effectively manage 
and mitigate risks
Tax Efficiency
Benefit from no taxes until funds are withdrawn
Key Data
Brokerage
XHK Limited
Depositary
XHK Limited
Administrator
Amicorp
Auditor
Baker Tilly
Legal Adviser
Forbes Hare
Jurisdiction
Cayman Islands
Management Fee
1%
Performance fee
10%