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Progressive Trends

Progressive Trends Fund

ISIN
KYG3R81A1155
Since inception
+10.1%
Total Net Assets
$20M
Liquidity
Monthly
Inception date
August 2024

Fund objectives

01

Our strategy focuses on investing in growth companies with reasonable valuations, adhering to the GARP (Growth at a Reasonable Price) principle. These companies demonstrate significant revenue and profit growth potential while trading at moderate multiples.

02

The core of our portfolio includes equities from sectors such as Information Technology, Renewable Energy, Artificial Intelligence, Electric Vehicles, Cybersecurity, Fintech, Biotechnology, and more.

03

Our funds targets the equity markets in the United States and Europe.

04

We rely on a proprietary comprehensive evaluation system based on fundamental analysis to select our investments. Additionally, the funds employs derivatives to manage risks effectively.

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Benefit from no taxes until funds are withdrawn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%

Historical performance

Documents