Investment Objective
The fund seeks to offer an attractive return on capital by investing primarily, but not limited to, Developed Markets countries' equities, principally, but not exclusively, in the United States of America and European countries, such as, the United Kingdom and Germany. Additionally, the fund may invest up to 20% of its Net Asset Value in Emerging Markets. Typically, the equities which the fund will gain (long or short) exposure to will be in liquid Developed Markets equities and will be selected based upon projected capital returns over the medium to longer term and will be selected based upon prevailing credit ratings within the Developed Markets and yields attributable to such equities.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 0.2 | 0.1 | 0.5 | 0.5 | 0.2 | 0.7 | 0.5 | 0.0 | 0.7 | 0.2 | 0.5 | 0.4 | 1.0 | |
| 2020 | 0.4 | 0.3 | 0.8 | 0.5 | 0.5 | 0.8 | 0.0 | 1.0 | 0.8 | 0.5 | 0.1 | 0.5 | 0.2 |
