Investment Objective
The Fund seeks to provide income and capital growth over the medium to long term. The Investment Manager will select investments principally by evaluating the expected risk and return of each individual issuer in the Fund. The Investment Manager will seek to buy securities in which the expected returns overstate the risks and will rigorously analyse the issuers' financial statements and business fundamentals to ascertain their ability to repay their debt.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.4 | 1.0 | 0.3 | 0.7 | 0.1 | 0.1 | 0.4 | 0.8 | 0.4 | 0.7 | 0.2 | 0.6 | 0.2 | |
| 2022 | 0.6 | 0.2 | 0.7 | 0.1 | 0.9 | 0.5 | 1.0 | 1.0 | 0.2 | 0.6 | 0.2 | 0.8 | 0.6 |
