Investment Objective
The Sub-Fund’s investment objective is to seek capital appreciation over the medium to long term, by gaining exposure to listed large and mid-cap companies. Exposure will be achieved by investing (on a long and short basis) in equity securities of companies, in both developed and emerging markets through the use of the instruments described in the fund supplement. The combination of long and short exposure to equities achieved by the fund will be intended to have a limited correlation to the equity markets therefore resulting in a so-called “equity market neutral” exposure.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.3 | 0.6 | 0.9 | 0.2 | 0.0 | 0.9 | 0.7 | 0.4 | 0.5 | 0.9 | 0.1 | 0.6 | |
| 2023 | 0.5 | 0.1 | 0.7 | 0.4 | 0.2 | 0.4 | 0.7 | 0.2 | 0.9 | 0.5 | 0.0 | 0.1 | 0.7 |
