FUND HIGHLIGHTS

FUND
HIGHLIGHTS
November 2015
Fund Results*
EUR +5.03%
USD +0.42%
USD HEDGED +5.07%
1 Month Fund Performance
Top 5 Performers*
1.43
1+18.73%
1.42
2 +17.60%
1.41
1.39
3 +14.73%
1.38
4 +14.22%
1.37
1.36
1.35
5 +13.04%
02.11.15
30.11.15
November 2015
Economic Outlook for December 2015
*1 Month Performance
01 December - November saw a massacre in France, and the bombing of a Russian airplane over Egypt. However,
these dramatic events have only had minor effects on the stock market for one sobering reason: we are getting used to them.
Other economic indicators, like growth in Europe and statistics coming out of China, imply a more positive backdrop for equities
in December. To get our view on what this means for investors: read the full story.
Click here to read more or visit www.dominion-funds.com
page 1/4
www.dominion-funds.com
Water
25 November - A new report has highlighted the urgent need to adopt a
more sustainable model for using the Earth’s natural resources, such as
water. But some companies are already helping the planet shift to a more
eco-friendly way of life. Global water technology company Xylem is one of
them. To find out how Xylem is using the latest water technology to ease
California’s drought, read more.
Xylem uses latest
water-tech to ease
California’s drought
Click here to read more or visit www.dominion-funds.com
Agrifood
Domino’s captures
essence of take-away
service: press a button,
get a pizza
Ecommerce
Activision Blizzard:
game developer to
entertainment powerhouse
page 2/4
23 November - Take-away pizza market leader Domino’s has stood
at the front line of the industry in regards to innovation for some time
now: it launched one of the best take-away apps and it pioneered
an in-car-pizza-oven to keep deliveries warm. But now, Domino’s
has outmanoeuvred its rivals yet again – by offering an app that lets
you receive your favourite pizza at the press of a button!
Click here to read more or visit www.dominion-funds.com
26 November - Activision Blizzard, the immensely successful
games developer responsible for Call of Duty and World of Warcraft,
wants to do more with its multi-billion-dollar-earning intellectual
property than make games. Over the last few months, it has
debuted an ‘e-sports’ division and used an acquisition to move
further q289 into mobile gaming. But now, it’s taken its biggest step
yet: opening a film and TV studio.
Click here to read more or visit www.dominion-funds.com
www.dominion-funds.com
Industrial
06 November - The three months leading up to November may have
seen weakness in the Chinese industrial market, but KION, a global
supplier of forklifts, warehouse technology and services, managed to
outperform the sector dramatically. The company saw solid growth,
and the really interesting question is: how much better will it perform
when the market picks up again?
KION enjoys solid
growth, despite
weak market
Technology
Click here to read more or visit www.dominion-funds.com
iPad Pro goes on sale:
is this the end of PCs?
13 November - November saw the launch of Apple’s highly
anticipated iPad Pro – a larger, high-specification, version of the
company’s famous tablet, aimed squarely at enterprise. There’s
little doubt that the tablet sector has stagnated over the last few
years, or that the iPad Pro may be the machine to help pick it up
again; but Apple’s CEO Tim Cook has even more ambitious plans
for the product…
Click here to read more or visit www.dominion-funds.com
Consumer
China’s two-child
policy: radical or
reactionary?
page 3/4
03 November - China has finally removed its one-child policy and
chosen to replace it with an official ‘two-child’ policy. But does
this signal a victory for western values, or is there something more
pragmatic at work? China has one of the world’s fastest-ageing
populations – thanks in part to the one-child policy. But it also has
another, less-publicised problem: it’s running out of girls. And that
could be really bad news…
Click here to read more or visit www.dominion-funds.com
www.dominion-funds.com
Healthcare
20 November - New super-bacteria discovered in China has become
resistant to even the last-line-of-defence drugs that doctors rely on.
This has huge ramifications: how will we prevent pandemic outbreaks?
Or undertake surgical and cancer treatments without antibiotics to
manage infections? The answers, if there are any, may be found in the
robot-staffed laboratories of ‘Big Pharma’.
The ‘antibiotic
apocalypse’
approaches
Click here to read more or visit www.dominion-funds.com
No.1 fund in the No.1
sector worldwide
Ecommerce
Ecommerce
delivers exceptional
results: Oct +12.14%,
Nov +4.55%
17 November - October was a great month for our Ecommerce
Fund, which saw its share price rise by 12.14%, and the momentum
has continued into November, with the fund adding a further +4.55%.
But that’s not all; electronic commerce is the best performing investment
sector worldwide this year, and Dominion’s Ecommerce fund is leading
the pack by a comfortable margin.
Click here to read more or visit www.dominion-funds.com
Check out our other Funds
+7.74%
+33.64%
1 YEAR PERFORMANCE AS AT: 30/11/2015
IMPORTANT NOTES
The performance of the chart illustrates the performance of the core portfolio of Dominion Global Trends
Managed Fund which is denominated in Euros. For the performance of the individual share classes in Euro, US
Dollars or British Pounds please refer to www.dominion-funds.com.
All information correct as at 30th November 2015.
“Global Trends Managed Fund” or “Managed” refers to the Dominion Global Trends - Managed Fund a sub
fund of Dominion Global Trends SICAV p.l.c., regulated by the Malta Financial Services Authority. The Fund is
recognised by MAS in Singapore.
The state of the origin of the Fund is Malta. This document may only be distributed in or from Switzerland to
qualified investors within the meaning of Art. 10 Para. 3, 3bis and 3ter CISA. The Representative in Switzerland
is ACOLIN Fund Services AG, Stadelhoferstrasse 18, CH-8001 Zurich, whilst the Paying Agent is Banque
Cantonale Vaudoise, Place St-François, CH-1003 Lausanne. In respect of the units distributed in or from
Switzerland, the place of performance and jurisdiction is at the registered office of the Swiss representative. The
basic documents of the Fund as well as the annual and, if applicable, semi-annual report may be obtained free
of charge at the registered office
of the Swiss Representative.
page 4/4
This document is not designed to be comprehensive and must be read in conjunction with the main
prospectus and offering supplement of the Fund which provide full details and important information about
the Fund and are available to download www.dominion-funds.com. This report contains commentary and
represents the views and opinions of the author. Whilst care has been taken with the preparation of this
commentary, the contents should not be taken as advice of any kind to any party.
The risk profile of the Fund will be typical of other pure equities based funds and market movements may
cause the value of investments and any income from them, to go down as well as up. Past performance is not
indicative of future results. Returns may increase or decrease as a result of any currency fluctuation.
This document is not an offer for sale. If you are considering an investment or would like to find out more please
contact your professional advisor so they can advise you. Use or copying of the information is not permitted
without the prior written consent of Dominion Fund Management Limited.
© 2015 Dominion Fund Management Limited (“DFML”). All rights reserved.
DFML is licensed by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick
of Guernsey) Law 1987, asamended. DFML is a member of the Dominion Group of companies. Registered
Office: The Rotunda, Royal Avenue, St Peter Port, Guernsey, GY1 2HL. Company no. 42592.
www.dominion-funds.com