Investment Objective
The objective is to seek to deliver an annualized performance net of fees higher than that of EONIA capitalized +1% over the recommended investment period of 5 years minimum, through a highly convicted allocation and a dynamic portfolio management. The Fund seeks to deliver a stream of steady and uncorrelated returns (compared to that of traditional asset classes) through the selection of a limited number of absolute return funds with proven track records while providing diversification in terms of strategies (countries and/or sectors) as well as asset classes. The Fund also tolerates direct investments (limited to 20%) to strengthen the team’s tactical views. Fund selection process is based on a thorough quantitative and qualitative analysis performed by the investment team.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.9 | 0.0 | 0.6 | 0.4 | 0.8 | 0.3 | 0.1 | 0.8 | 1.0 | 0.8 | 0.1 | 0.0 | 0.6 | |
2022 | 0.0 | 0.8 | 0.5 | 0.9 | 0.6 | 1.0 | 0.8 | 0.3 | 0.3 | 0.2 | 1.0 | 0.9 | 0.1 |