Investment Objective
The Fund’s investment objective is to generate returns that have a low correlation with global equity markets and to maximise long-term total return. Security selection is based on the fundamental assessment of a security’s characteristics within the disciplined investment framework of the specialist investment team.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.7 | 0.3 | 0.2 | 0.4 | 0.9 | 0.4 | 0.3 | 0.4 | 0.3 | 0.8 | 0.6 | 0.3 | 0.1 | |
2022 | 0.8 | 0.4 | 1.0 | 0.8 | 0.7 | 0.4 | 0.4 | 0.5 | 0.7 | 1.0 | 0.6 | 0.1 | 0.9 |