The fund is a relative return fund aiming to achieve capital appreciation by taking long and short positions principally in UK equities outside of the FTSE 100 Index.
FTSE 250 (ex IT) Index
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.7 | 0.3 | 0.7 | 0.2 | 0.8 | 0.3 | 0.9 | 0.1 | 0.4 | 0.9 | 0.5 | 0.4 | 0.8 | |
| 2023 | 0.7 | 0.9 | 0.9 | 0.9 | 0.1 | 0.5 | 0.5 | 0.9 | 0.3 | 1.0 | 0.3 | 0.7 | 0.8 |
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