Investment Objective
The fund aims to generate Cash + 3-5% per annum net over 5 year rolling periods, with a low correlation to broad equity and fixed income markets. We seek to generate consistent and attractive risk-adjusted returns through allocation assets among a diverse group of selected alternative managers pursuing a range of investment strategies globally.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.3 | 0.7 | 0.5 | 0.4 | 0.7 | 0.7 | 0.2 | 0.9 | 0.4 | 0.9 | 0.5 | 0.7 | 0.1 | |
2022 | 1.0 | 0.6 | 0.2 | 0.3 | 0.2 | 0.2 | 0.5 | 0.3 | 1.0 | 0.7 | 0.3 | 0.7 | 0.4 |