Investment Objective
The Fund aims to provide positive returns of cash SONIA plus 2-4% over the medium to long term whilst maintaining low and stable market beta. It will provide capital growth through investments linked to a factor-optimised index linked to equity, whilst maintaining a low and stable beta through a short leg to the parent equity index.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.6 | 0.4 | 0.7 | 0.1 | 0.4 | 0.2 | 0.9 | 0.3 | 0.9 | 0.7 | 0.7 | 0.3 | |
| 2023 | 0.5 | 1.0 | 0.4 | 0.6 | 0.5 | 1.0 | 0.8 | 0.3 | 0.5 | 0.8 | 0.9 | 0.3 | 0.7 |
