Investment Objective
The THEAM Quant – Cross Asset High Focus Fund seeks to increase the value of its assets over the medium term, through the use of quantitative investment strategies across different asset classes. The systematic allocation between quantitative strategies aims for a defensive portfolio over the long-term compared to traditional assets with similar volatility (such as broad equity indices). The fund targets an annual volatility between 10-15%, although, the achievement of this target is not guaranteed.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.7 | 0.3 | 0.5 | 0.0 | 0.3 | 1.0 | 0.3 | 0.4 | 0.8 | 0.0 | 0.2 | 0.8 | 0.8 | |
| 2022 | 0.5 | 0.4 | 0.4 | 0.9 | 0.4 | 0.3 | 0.8 | 0.5 | 0.5 | 0.4 | 0.5 | 0.6 | 0.6 |
