Investment Objective
The fund seeks to provide an attractive level of total return, with the potential for low correlation to traditional asset classes (bonds and equities) and a target annualized volatility of 8% over the long term. The investment team seeks to achieve its objective primarily through exposure to a diversified set of investment strategies across different asset classes, directly or indirectly, being equity securities, Fixed Income Securities, Cash Equivalents, currencies, and commodities (only indirectly).
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.7 | 0.7 | 0.5 | 0.7 | 0.3 | 0.3 | 0.6 | 0.4 | 0.7 | 0.4 | 0.5 | 0.0 | 0.1 | |
2022 | 0.2 | 0.3 | 0.9 | 0.0 | 0.8 | 0.3 | 0.7 | 0.2 | 0.4 | 0.5 | 0.4 | 0.3 | 0.2 |