Investment Objective
The AZ StrategicTrend fund will invest in equities, bonds and money market instruments, primarily in EURO but also in other currencies. The portion invested in equity will not exceed 60% of the net assets and may be focused on a limited number of global issuers, mainly of high standing.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.3 | 0.6 | 0.6 | 0.8 | 0.8 | 0.9 | 0.7 | 0.8 | 0.9 | 0.6 | 0.7 | 0.2 | 0.7 | |
2022 | 0.5 | 0.1 | 0.0 | 0.8 | 0.2 | 0.5 | 0.5 | 0.0 | 0.2 | 0.4 | 0.8 | 0.1 | 0.8 |