Investment Objective
The fund aims to achieve a positive absolute return independent of market conditions over the medium to long term. The fund will seek to achieve its investment objective by investing in or taking exposures (using both long and synthetic short positions) to a range of asset classes worldwide. The fund may therefore invest in any, or all, of the following: equities and equity related securities (including OTC derivatives), fixed and/or floating rate debt securities issued by governments and/or corporate entities, closed ended funds, collective investment schemes, derivatives, forward foreign exchange contracts, currencies and cash and cash equivalents.
Reference Index
Primary: Cash; Secondary: MSCI World
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.0 | 0.9 | 0.5 | 0.6 | 0.5 | 0.1 | 0.9 | 0.9 | 0.8 | 0.4 | 0.4 | 0.6 | |
| 2023 | 0.5 | 0.9 | 0.4 | 0.3 | 0.5 | 0.4 | 0.5 | 0.1 | 0.2 | 0.3 | 0.6 | 0.7 | 0.1 |
