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US Equities Fund

Invests in the US stock market. Providing investors access to a variety of well-known global brands and medium to large-cap US businesses. It aims to leverage the dynamic and robust nature of the US economy. This should always be the majority share of your growth portfolio with the US market making up over 60% of the global equity markets.

since inception
1 year
3 years
5 years

Fund Performance

Unit Price

Top Holdings

Top Holdings as at May 31, 2025

MICROSOFT CORP

MICROSOFT CORP

Information Technology

WEIGHTING
7.46%

NVIDIA CORP

NVIDIA CORP

Information Technology

WEIGHTING
7.22%

APPLE INC

APPLE INC

Information Technology

WEIGHTING
6.58%

AMAZON COM INC

AMAZON COM INC

Consumer Discretionary

WEIGHTING
4.22%

META PLATFORMS INC CLASS A

META PLATFORMS INC CLASS A

Communication

WEIGHTING
3.09%

BROADCOM INC

BROADCOM INC

Information Technology

WEIGHTING
2.47%

ALPHABET INC CLASS A

ALPHABET INC CLASS A

Communication

WEIGHTING
2.19%

TESLA INC

TESLA INC

Consumer Discretionary

WEIGHTING
2.12%

BERKSHIRE HATHAWAY INC CLASS B

BERKSHIRE HATHAWAY INC CLASS B

Financials

WEIGHTING
2.02%

ALPHABET INC CLASS C

ALPHABET INC CLASS C

Communication

WEIGHTING
1.78%