Perspective American Extended Alpha UCITS Fund

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 0.3 0.1 0.6 0.5 0.5 0.4 0.4 0.2 0.6 0.4 0.4 0.2 0.4
2022 0.7 0.8 0.2 0.7 0.3 0.1 1.0 0.8 0.5 0.3 0.8 0.7 0.7

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