Investment Objective
The Fund seeks to deliver an attractive risk-adjusted net returns over the long-term which are diversifying to traditional equity and bond markets while employing a sustainable approach incorporating environmental, social, and governance ("Sustainable ESG") criteria. The Fund is actively managed and will seek to achieve its investment objective by employing a number of arbitrage investment strategies, including Merger Arbitrage, Convertible Arbitrage and Corporate Event Strategies.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.6 | 0.3 | 0.7 | 0.6 | 0.7 | 0.5 | 0.6 | 0.7 | 0.6 | 1.0 | 0.2 | 0.1 | 0.3 | |
| 2023 | 0.6 | 0.7 | 0.9 | 0.0 | 0.6 | 0.3 | 0.6 | 0.6 | 0.3 | 0.3 | 1.0 | 0.9 | 0.1 |
