Investment Objective
The Fund’s objective is to produce positive returns over rolling five-year periods, by investing primarily in equity and equity-related securities.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.4 | 0.8 | 0.4 | 0.9 | 0.6 | 0.8 | 0.8 | 0.2 | 0.9 | 0.4 | 0.1 | 0.3 | 0.6 | |
2023 | 0.1 | 0.6 | 0.4 | 0.0 | 0.9 | 0.3 | 0.6 | 0.0 | 0.3 | 0.9 | 0.3 | 0.2 | 0.1 |