Investment Objective
The Fund targets long term capital growth by investing in European equities regardless of market conditions, with the target of achieving positive returns at substantially lower risk. To achieve this the fund uses 3 different performance engines; a directional strategy, a hedging book and pairs trades.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.7 | 0.2 | 0.4 | 0.5 | 0.8 | 0.7 | 0.7 | 0.9 | 0.2 | 0.9 | 0.7 | 0.4 | 0.2 | |
| 2023 | 0.2 | 0.8 | 0.7 | 0.4 | 0.5 | 0.8 | 0.0 | 0.1 | 0.7 | 0.0 | 0.1 | 0.7 | 0.6 |
