Investment Objective
The fund aims to deliver consistent and steady returns. It currently targets 7-8% with limited volatility by investing in liquid and highly credit rated assets with an emphasis on capital preservation. The strategy looks to target consistent, uncorrelated alpha from a relative value fixed income portfolio in developed markets.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.6 | 0.7 | 0.2 | 0.6 | 0.7 | 0.0 | 0.1 | 0.6 | 0.6 | 0.1 | 0.7 | 0.5 | 0.4 | |
| 2023 | 0.3 | 0.6 | 0.8 | 0.9 | 0.2 | 0.1 | 0.0 | 0.2 | 1.0 | 0.3 | 0.1 | 0.5 | 1.0 |
