IAM Welton Multi-Strategy Global Macro UCITS Fund

Investment Objective

Welton Multi-Strategy Global Macro UCITS Fund is a multi-strategy systematic programme, which seeks to produce annualised returns of greater than 10% over a market cycle with a volatility target of 15%. In addition to trend models, the strategy uses diversifying models to produce a different return profile. This leads to resiliently low correlations to equity and credit markets. The program outperforms in down markets, with models that give it a convex profile.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2024 0.5 0.3 0.8 0.3 0.8 0.6 0.7 0.0 0.0 0.8 0.6 0.1 0.7
2023 0.6 1.0 0.0 0.3 0.7 0.1 0.2 1.0 0.8 0.4 0.4 0.7 0.7

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