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CFS FC W Inv-Stewart Inv W Worldwide Leaders

Objective

To provide long-term capital growth that exceeds the MSCI All Country World Index over rolling five-year periods before fees and taxes. This option invests in a focused selection of companies that exhibit positive attributes such as attractive valuation, a robust business model, a capable management team and abundant growth opportunities. Close attention is paid to the risk profile of the portfolio with the intention that outperformance of the option is driven by consistent stock selection rather than any unintended asset allocation bias.

This fund is not currently tracked by Citywire