Investment Objective
The Tabula Liquid Credit Income UCITS Fund (the “Fund”) aims to generate high income and capital appreciation, whilst maintaining low interest rate duration. The Fund seeks to achieve its investment objective by taking exposure to primarily liquid investment grade credit indices and applying a systematic tail-hedging strategy that is designed to mitigate downside risk during large market shocks.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.9 | 0.7 | 0.2 | 0.3 | 0.4 | 0.8 | 0.4 | 0.9 | 0.1 | 1.0 | 0.7 | 0.6 | 0.4 | |
| 2023 | 0.2 | 0.2 | 0.8 | 1.0 | 0.8 | 0.2 | 0.8 | 0.6 | 0.4 | 0.6 | 0.5 | 0.9 | 0.6 |
