Investment Objective
The Portfolio aims to provide capital growth over the longer term. The Portfolio seeks to enhance returns of a fixed income allocation to U.S. Treasury Notes with the implementation of an options-based overlay strategy.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.7 | 0.3 | 0.0 | 0.9 | 0.2 | 0.3 | 0.2 | 0.8 | 0.6 | 0.9 | 1.0 | 0.6 | 0.5 | |
2022 | 0.4 | 0.4 | 0.8 | 0.1 | 0.6 | 0.6 | 0.5 | 0.7 | 0.6 | 0.9 | 0.2 | 0.8 | 0.2 |