Investment Objective
The investment objective of the Fund is to seek to generate long-term capital appreciation. The Investment Manager seeks investment opportunities in all global markets, although a particular focus of the Fund will be issuers operating in or substantially exposed to emerging markets i.e. countries in Asia, Latin America, Eastern Europe, the Middle East and Africa. The portfolio has low net exposures and is risk managed with tight constraints by country, factor and sector risk.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.5 | 0.9 | 0.1 | 0.5 | 0.8 | 0.0 | 0.3 | 0.1 | 0.6 | 0.7 | 0.0 | 0.5 | |
| 2023 | 0.9 | 0.6 | 0.6 | 0.4 | 0.1 | 0.8 | 1.0 | 1.0 | 0.6 | 0.5 | 1.0 | 1.0 | 0.8 |
