Investment Objective
The investment objective of the Fund is to generate capital growth over the medium to longer term.
The Fund will pursue its Investment objective principally through direct investment in total return swaps with exposure to financial indices and shall also invest directly in other FDIs (i.e. futures/forwards and/or options) and debt securities, cash and cash equivalents/money market instruments with the aim of providing net ‘long volatility’, by pursuing “long volatility” and “diversifier” strategies.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.7 | 0.9 | 0.9 | 0.2 | 1.0 | 0.4 | 0.6 | 0.8 | 0.1 | 0.8 | 0.1 | 0.1 | |
| 2023 | 0.4 | 0.9 | 0.9 | 0.6 | 0.5 | 0.0 | 0.4 | 0.9 | 0.5 | 0.3 | 0.0 | 0.1 | 0.8 |
