Investment Objective
The fund aims to achieve low volatility, positive returns from an actively managed portfolio of different asset classes, including equities, bonds and currencies. Pervading this objective is a fundamental philosophy of capital preservation
Reference Index
FTSE Govt All Stocks & FTSE All Share
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.4 | 0.8 | 0.6 | 0.9 | 0.1 | 0.3 | 0.2 | 0.3 | 0.4 | 0.9 | 0.1 | 0.6 | 0.5 | |
2022 | 0.6 | 0.0 | 0.2 | 0.1 | 0.2 | 0.4 | 0.2 | 0.1 | 0.9 | 0.3 | 0.8 | 0.6 | 0.5 |