Investment Objective
The objective is to achieve long-term capital appreciation by implementing a strategy that seeks to approximate the returns of a model portfolio of funds that employ alternative investment strategies, constructed by the Investment Adviser. Over the longer term, the fund is targeting a return of cash +5-6% per annum and a beta of < 0.2.
Reference Index
ICE BAML 3M T-Bill Index
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.9 | 0.5 | 0.7 | 0.3 | 0.6 | 0.9 | 0.3 | 0.0 | 0.4 | 0.8 | 0.2 | 0.9 | 0.9 | |
2022 | 0.0 | 0.3 | 0.4 | 0.4 | 0.6 | 0.1 | 0.5 | 0.3 | 0.6 | 0.2 | 0.2 | 0.4 | 0.3 |