Investment Objective
To provide positive returns of 10% per annum over the medium to long term (rolling 5-year period), with negligible equity market beta in all market environments.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.6 | 0.2 | 0.6 | 0.5 | 0.9 | 1.0 | 1.0 | 0.6 | 0.1 | 0.8 | 0.5 | 0.6 | 0.3 | |
2022 | 0.1 | 0.1 | 1.0 | 0.3 | 0.1 | 0.6 | 0.5 | 0.6 | 0.5 | 0.9 | 1.0 | 0.5 | 0.5 |