Being and Investment Active Value Fund

The fund takes an active investment role and invests in 8-12 promising assets, with an investment horizon of three to five years for each asset. Our focus is on companies whose operations we are familiar with and which have reliable cash flows. But it is also important for us to discover undervalued opportunities and the potential to amplify their intrinsic value through strategic and operational initiatives. We prioritize companies with committed owners, either on their own or in collaboration with others.

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FUND DOCUMENTS

You can find complete information about Finserve's funds in the funds' Fact Sheets and Information Brochures. On the same page, you will also find other documents including full and half-year reports. The material on these pages is intended as general product information only. It should not be seen as investment advice or investment recommendations, and should not be used as a basis for investment decisions. You should always read the fund's Fact Sheet and Information Brochure/Prospectus before you start saving in a fund. We cannot guarantee that the information is complete and it is subject to change without prior notice. The published share value (NAV rate) is based on the most current data available.