Listed equities & bonds
Growth Fund
Listed equities and bonds, built for long-term growth.
3-year CAGR
13.1%Performance benchmark, last 3 years
Overview
The Safewall Growth Fund invests in liquid, listed equities and investment-grade bonds, mostly in the United States and Europe. The portfolio blends quality growth companies with a bond sleeve that cushions volatility, and is rebalanced actively to pursue the best available return for the level of risk taken.
Investment approach
How the portfolio is built
Quality equities
Profitable, cash-generative US and European companies with durable competitive positions.
Bond ballast
Government and investment-grade corporate bonds to dampen drawdowns and provide income.
Active allocation
The equity/bond mix is adjusted as valuations, rates and the economic cycle change.
Liquidity first
Only listed, exchange-traded securities, so the portfolio can be valued and rebalanced daily.
Risks & mitigations
What we account for, and how
Market risk
Equity and bond prices fall as well as rise; diversification across regions, sectors and asset classes limits concentration.
Interest-rate risk
Rising rates can lower bond prices; duration is actively managed.
Currency risk
European holdings may be hedged back to USD where appropriate.
FAQ
Questions about Growth Fund
What does the Growth Fund invest in?
Listed equities and bonds, mostly in the United States and Europe, managed actively for the best risk-adjusted return.
What has performance been?
The fund's performance benchmark over the last three years is 13.1% compound annual growth. Past performance does not guarantee future returns.
Is it suitable for investors in Dubai?
Eligible professional investors in the UAE can apply, subject to local regulations and the fund's eligibility criteria.
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Explore →Ready to invest in Growth Fund?
Send us a short enquiry and our investor relations team will share the Private Placement Memorandum and term sheet.
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