Ekush Growth Fund

Equity-focused fund targeting long-term capital appreciation.

Overview

This is an actively managed fund built for investors seeking high growth through a bold and adaptive investment strategy. By applying a top-down approach, the fund assesses macroeconomic trends, global market dynamics, and sectoral outlooks before selecting asset classes and securities. With a very aggressive strategic asset allocation between equities and fixed income, the fund seeks to capitalize on shifting market opportunities, sometimes allocating a greater weight to fixed income when the environment demands a more defensive stance.

Objective of the Fund

The fund aims for long-term capital appreciation by actively managing exposure across asset classes and sectors. It takes bold, growth-focused positions and shifts toward fixed income when risk-adjusted returns call for a more cautious approach.

Investment Strategy

The fund uses a top-down approach, beginning with an analysis of Bangladesh's macroeconomic outlook, monetary policy, and sectoral prospects. Based on this framework, it makes strategic asset allocation decisions between equities and fixed income. While the core tilt is toward equities—especially growth stocks with strong earnings potential and expansion capabilities, it can shift more into fixed income—sometimes even allocating more to fixed income than stocks—when market conditions warrant a more cautious stance. This flexibility allows the fund to quickly adapt to local market changes.

Suitable for

This fund is ideal for risk-seeking investors who:

  • Have a long-term horizon and can handle short-term volatility.
  • Want active management and a value-focused strategy.
  • Prefer a dynamic, market-responsive approach.
  • Seek exposure to high-quality large- and mid-cap stocks.
  • Look to balance growth with risk control.
Fund Type

Open-end Equity Oriented Mutual Fund

Inception Date

12 October 2021

NAV/Unit

BDT 12.371

Return Since Inception

36.80%

Size of the Fund

BDT 259 Million

Investment Universe

Share & Securities, IPO, FDR, Corporate bond, Treasury bill & Bond

Custodian

BRAC Bank Limited

Trustee

Sandhani Life Insurance Company Limited