Investment Objective
The fund seeks to generate uncorrelated returns of 5%+ above risk-free rates, net of fees p.a. The investment team takes an opportunistic and pragmatic approach to macro investing, with fundamental, valuation and technical analyses at the core of the investment process, combined with integrated risk management and independent risk monitoring. The portfolio is diversified across a combination of medium-term themes and high conviction, shorter-term, tactical positions which can be implemented through outright directional and relative value positions.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 0.5 | 0.3 | 0.2 | 0.1 | 0.8 | 0.7 | 1.0 | 0.1 | 0.9 | 1.0 | 0.3 | 0.1 | |
| 2023 | 0.8 | 0.9 | 0.3 | 0.7 | 0.2 | 0.7 | 0.8 | 0.3 | 0.2 | 0.8 | 0.7 | 0.8 | 0.1 |
