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Text Content

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 * Products Open submenu
 * Insights & News
 * Responsible investing
 * About us Open submenu

Close submenuProducts
 * Funds & Performance
 * Our Capabilities Open submenu
 * Fund Commentaries

Close submenuOur Capabilities
 * Fixed Income
 * Equity
 * Alternative
 * Multi-asset

Close submenuAbout us
 * Why invest with us
 * Our fund managers
 * Contact us

 * Investor login

New Capital is part of EFG Asset Management. For more information visit:
efgam.com

 * Investor login

Menu
 * Products
    * Funds & Performance
      The New Capital comprehensive
      range of funds and strategies
      caters for a broad range of
      investment objectives. View the
      latest performance and related
      information here.
    * Our Capabilities
      * Fixed Income
      * Equity
      * Alternative
      * Multi-asset
    * Fund Commentaries
      Regularly updated commentaries
      on key funds and strategies. View
      the latest updates here.

 * Insights & News
 * Responsible investing
 * About us
    * Why invest with us
      We provide high conviction portfolios
      based on quality focused stock selection.
    * Our fund managers
      Our experienced investment professionals
      actively collaborate across geography and
      asset class working together to identify
      and develop the best ideas and
      opportunities for our clients.
    * Contact us
      Find your local representative
      and key contact details.


 1. EFGAM New Capital Funds
 2. Products
 3. Funds & Performance
 4. New Capital US Growth Fund


NEW CAPITAL US GROWTH FUND

EQUITY
DOCUMENTS


FUND OBJECTIVE

The investment objective is to provide capital appreciation, primarily through
actively investing in high quality US mid and large cap stocks that exhibit
strong growth trends yet are trading at low relative valuation.


FUND MANAGER


JOEL RUBENSTEIN

Senior Portfolio Manager

Detail





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FUND MANAGER


JOEL RUBENSTEIN

Senior Portfolio Manager

Detail




Contact us

DISCLAIMER

Warning statement

Past performance is not a guide to future performance. Returns may increase or
decrease as a result of currency fluctuations. All performance data is
calculated NAV to NAV, net of fees, dividends reinvested and does not take
account of commissions and costs incurred on the issue and redemption of
units. US/Hong Kong dollar-based investors are exposed to currency fluctuations
where funds are denominated in currencies other than US/Hong Kong dollars.

Performance data is not available if a share class is less than 12 calendar
months old. However performance data for other share classes of the same fund
will be available in the factsheet, provided such share classes are more than 12
calendar months old. Performance between share classes may differ due to factors
such as hedging strategies and fees.

Please click here for the previous 5-year annual performance of Hong Kong
authorised funds.

Important Information

 * The Fund invests primarily in U.S. equity and equity related securities.
 * The Fund is therefore exposed to a range of investment related risks which
   include risks associated with investing in equity securities, concentration
   risk, currency risk and derivatives risk.
 * The investment may involve risks that could result in loss of part or entire
   amount of investors’ investment.
 * Investors should not solely rely on this document to make any investment
   decision. You should read and understand the offering documents for further
   fund details including risk factors.

Contact us

Leconfield House
Curzon Street
London
W1J 5JB

+44 (0)207 173 8011
enquiries@newcapitalfunds.com

Connect with us on LinkedIn

Issued by EFG Asset Management (UK) Limited.

Registered in England and Wales 7389736. Registered Office: Leconfield House,
Curzon Street, London, W1J 5JB. Authorised and regulated by the Financial
Conduct Authority.



 * Terms & Conditions
 * Cookie Policy
 * Privacy Policy
 * Summary of Investor Rights

EFG International AG - All rights reserved. Ⓒ 2022

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New Capital is part of EFG Asset Management. For more information visit:
efgam.com


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Third party website disclaimer

You are about to enter a third party website, which is owned and operated by an
independent party over which EFGAM has no control ("3rd Party Website"). Any
link you make to or from the 3rd Party Website will be at your own risk. Any use
of the 3rd Party Website will be subject to and any information you provide will
be governed by the terms of the 3rd Party Website, including those relating to
confidentiality, data privacy and security.

EFGAM does not endorse or approve and makes no warranties, representations or
undertakings relating to the content of the 3rd Party Website. EFGAM disclaims
liability for any loss, damage and any other consequence resulting directly or
indirectly from or relating to your access to the 3rd Party Website or any
information that you may provide or any transaction conducted on or via the 3rd
Party Web site or the failure of any information, goods or services posted or
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associated with the 3rd Party Website.

By clicking "Proceed", you confirm that you have read and agreed to the terms
herein.



In accordance with local laws and regulations, we are required to ask the
following information before we can allow you full access to
newcapitalfunds.com.
Please fill out the following form, our server administrators will then email
you with your user login and password.


REGISTRATION

To register to www.newcapitalfunds.com and to learn more about our specialist
funds, please complete the form below. Once submitted, a member of the EFGAM
team will be in touch with your username and password.

- Please select - Australia Austria Chile Portugal Rest of Latin America France
Germany Italy Luxembourg Netherlands Spain Sweden Switzerland Hong Kong
Singapore UK US
First name *



WHAT TYPE OF INVESTOR ARE YOU?

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to view the content you have selected, please choose your country/region and
then investor type from the menu:


LOCATION

- Please select - Australia Austria Chile Portugal Rest of Latin America France
Germany Italy Luxembourg Netherlands Spain Sweden Switzerland Hong Kong
Singapore UK US


INVESTOR TYPE

Financial Professional Institutional Investor

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New Capital is part of EFG Asset Management. For more information visit:
efgam.com
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