Investment Objective
Sequoia is a fixed income investment fund, and uses a tactical approach to the credit and interest rate markets. The investment selection process is based on a 100% internal analysis - supported by tools developed by Rentamarkets - and on a vision of relative value between the different aspects of the investment. Rentamarkets Sequoia invests actively, seeking diversification and flexibility, in issues that provide a discount in their prices compared to their fundamental value. Furthermore, ethical and sustainability criteria are maintained in the investment universe.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.3 | 0.6 | 0.9 | 0.1 | 0.3 | 0.5 | 0.1 | 1.0 | 0.5 | 0.9 | 0.5 | 0.4 | 0.0 | |
| 2022 | 0.5 | 0.5 | 0.4 | 0.3 | 0.5 | 0.7 | 0.4 | 0.7 | 0.7 | 0.2 | 0.0 | 0.3 | 0.9 |
