GoalsGetter Amova Global Shares

Nearly 8% of this fund sits in a single stock: Nvidia. That concentration tells the story of a global equity portfolio with a clear tilt toward American technology and a willingness to back conviction positions hard.

The top ten holdings account for close to 40% of the fund, led by the familiar giants of US tech—Nvidia, Microsoft, Amazon, Broadcom and Netflix—alongside less obvious picks like British caterer Compass Group and US food distributor US Foods Holding. The fund charges a total fee of 1.35%, and sits at 7th over five years in its category, with returns of 12.2% annually. Over three years it ranks 13th, returning 19.1% per year, though it has slipped to 24th over the past twelve months with a 7.7% gain. With just $10.9 million under management, this is a small fund by industry standards.

The portfolio is 100% growth assets, almost entirely in international shares, with a 2.5% cash buffer. The strategy appears to blend momentum in mega-cap technology with selective positions in consumer and industrial names, resulting in a concentrated, high-conviction global equity portfolio.

General information only, not financial advice. Past performance is not a reliable indicator of future results.