Plenisfer Destination Value Total Return

Investment Objective

Destination Value Total Return Fund is a multi-asset, multi-strategy portfolio built with a specific goal. As an internal expected target we aimed at achieving of 8% ann. in USD terms, gross, with <75% of equity volatility across the cycle (>5 years). The portfolio has a benchmark-free, high conviction approach to security selection anchored in fundamental valuations. Allocating to proprietary strategies rather than asset classes, the portfolio focuses on identifying idiosyncratic opportunities across a global opportunity set of traditional and alternative asset  classes.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 0.2 0.1 0.9 0.1 0.3 0.6 0.4 0.4 0.4 0.5 0.5 0.6 0.3
2021 0.7 0.4 1.0 0.0 0.5 0.1 0.8 0.4 0.3 0.0 1.0 0.3 0.8

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