Investment Objective
The investment objective of the Fund is to generate consistent risk-adjusted returns which are uncorrelated with the returns of equity markets in which it invests. The Fund will seek to achieve its investment objective by investing in event-driven opportunities being transformative corporate change events (i.e. Catalyst Events) taking place in issuers globally with anticipated exposure balanced between opportunities in the Asia Pacific region and similar risk and reward situations globally.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.4 | 0.9 | 0.6 | 0.8 | 0.8 | 0.8 | 0.7 | 0.2 | 0.6 | 0.0 | 0.7 | 0.3 | 0.2 | |
| 2024 | 0.1 | 0.7 | 0.4 | 0.4 | 0.2 | 0.1 | 0.4 | 0.2 | 0.7 | 0.0 | 0.1 | 0.4 | 0.7 |
