Investment Objective
The Perspective American Extended Alpha UCITS Fund will aim to provide a positive return relative to the Fund’s referenced benchmark (S&P 500 Total Return index) by employing a long biased130/30 equity investment strategy that is focused predominantly on North America. The mandate of the Fund is to deliver longer-term capital appreciation for investors with a target volatility of less than the referenced benchmark.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.7 | 0.4 | 0.3 | 0.7 | 1.0 | 0.5 | 0.5 | 0.3 | 0.2 | 0.9 | 0.9 | 0.2 | 0.8 | |
| 2022 | 0.2 | 1.0 | 0.7 | 0.8 | 1.0 | 0.3 | 0.3 | 0.2 | 0.0 | 0.8 | 1.0 | 0.2 | 0.5 |
