SEI Liquid Alternative

Investment Objective

The objective is to achieve long-term capital appreciation by implementing a strategy that seeks to approximate the returns of a model portfolio of funds that employ alternative investment strategies, constructed by the Investment Adviser. Over the longer term, the fund is targeting a return of cash +5-6% per annum and a beta of < 0.2.

Reference Index

ICE BAML 3M T-Bill Index

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.8 0.8 0.3 0.7 0.2 0.0 0.2 0.6 0.9 0.6 0.3 0.0 0.5
2022 0.6 0.3 0.4 0.8 0.6 0.2 0.0 0.3 0.2 0.0 0.5 0.5 0.7

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.