The Fund aims to provide positive returns of cash SOFR plus 4-6% over the medium to long term, defined as a rolling 5 year period, with a low correlation to traditional asset classes using a quantitative, non-directional investment strategy based on commodity markets.
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 1.0 | 0.2 | 0.8 | 0.3 | 0.2 | 0.8 | 0.2 | 0.6 | 0.3 | 0.5 | 0.9 | 0.4 | 0.3 | |
| 2022 | 0.2 | 0.8 | 1.0 | 0.8 | 0.7 | 0.4 | 0.5 | 0.6 | 0.3 | 0.5 | 0.6 | 0.2 | 0.4 |
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