The Kennox Strategic Value Fund is a highly-differentiated global equities portfolio of top quality, sector-leading companies available on exceptional valuations.
The Fund has the flexibility to hold up to 20% in cash which provides us with three distinct advantages: (1) it allows us to avoid markets when they are over-valued; (2) enables us to separate our buy decisions from our sell decisions; and (3) ensures that we have dry powder available when genuine value opportunities arise.
|Top Ten Holdings||% of Fund|
|ROYAL DUTCH SHELL||5.6%|
|SKY NEW ZEALAND||4.2%|
Information accurate as at 31st December 2021.