Investment Objective
The Fund aims to generate a positive absolute return through a combination of capital growth and income over a rolling 12 month period, irrespective of market conditions. The Fund aims to achieve its investment objective through investment in corporate and government fixed income markets worldwide, including developed and emerging markets. In achieving its objective, the Fund also aims to minimise volatility and reduce the possibility of a significant drawdown (i.e. a period where the Fund is worth less than the initial investment at the start of a 12 month period).
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.7 | 0.4 | 0.4 | 0.5 | 0.8 | 0.9 | 0.6 | 0.4 | 0.7 | 0.2 | 0.2 | 0.5 | 0.3 | |
| 2022 | 0.7 | 1.0 | 0.9 | 0.1 | 0.6 | 0.5 | 0.4 | 0.9 | 0.5 | 0.4 | 0.6 | 0.7 | 0.0 |
