Investment Objective
To seek to achieve positive returns in all market conditions over any 12 month period, after all costs and charges have been taken. Underlying this objective is a fundamental philosophy of capital preservation.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | 0.9 | 0.6 | 1.0 | 0.7 | 0.5 | 0.3 | 0.6 | 0.4 | 0.1 | 0.3 | 0.7 | 0.5 | 0.7 | |
2021 | 0.2 | 0.4 | 0.2 | 0.6 | 0.1 | 0.9 | 0.3 | 0.0 | 0.1 | 0.4 | 0.8 | 0.2 | 0.0 |