Investment Objective
AHL Active Balanced follows a dynamic long-only approach seeking to achieve capital growth through exposure to equity index and government bond futures. Investment exposure is diversified across asset classes and regions, targeting balanced risk allocations to instruments which tend to perform well at different times. The programme trades daily and uses active risk management overlays as it seeks to maximise returns whilst controlling downside risks.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.3 | 0.4 | 0.4 | 0.2 | 0.5 | 0.7 | 1.0 | 0.0 | 0.6 | 0.2 | 0.2 | 0.8 | 0.1 | |
| 2022 | 0.1 | 0.5 | 0.1 | 1.0 | 0.2 | 0.1 | 1.0 | 0.8 | 0.8 | 0.0 | 0.6 | 0.0 | 0.1 |
