Investment Objective
The investment objective of the Fund is to seek to achieve a positive return in all market conditions over a three-year period. The fund uses low beta strategies to maximise risk adjusted returns for investors. The Fund expects to achieve its investment objective predominantly through allocations to equity and fixed-income securities. The fund targets low volatility returns, adopting a cautious approach.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.9 | 0.5 | 1.0 | 0.4 | 0.4 | 0.7 | 0.6 | 0.6 | 0.4 | 0.5 | 0.9 | 0.5 | 0.4 | |
2022 | 0.8 | 0.7 | 0.6 | 0.6 | 0.5 | 0.7 | 0.8 | 0.6 | 0.2 | 0.1 | 0.0 | 0.0 | 0.2 |