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
