Investment Objective
To achieve superior risk adjusted returns over time with low correlation to movements of the equity markets generally. The Fund aims to achieve this objective by investing principally in shares of companies which are before or after a corporate event such as e.g. a merger, acquisition or spinoff.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | 0.8 | 0.9 | 0.7 | 0.7 | 0.3 | 0.8 | 0.2 | 0.8 | 0.7 | 0.5 | 0.3 | 0.2 | 0.9 | |
2019 | 0.3 | 0.2 | 0.3 | 0.3 | 0.5 | 0.0 | 0.7 | 0.4 | 0.5 | 0.5 | 0.9 | 0.3 | 0.2 |