Investment Objective
The Fund will take long and short positions in a select portfolio of equity and equity related securities with a focus on the US. The Fund aims to provide capital growth and is benchmark unconstrained. The goal of the Fund is to outperform the broader indexes over the long-term with substantially lower volatility.
Reference Index
S&P 500
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.8 | 0.7 | 0.1 | 0.3 | 1.0 | 0.9 | 0.7 | 0.8 | 0.3 | 0.9 | 1.0 | 0.0 | |
| 2023 | 0.2 | 0.8 | 0.8 | 0.6 | 0.8 | 0.6 | 0.3 | 0.2 | 0.5 | 0.3 | 0.6 | 0.4 | 0.1 |
