Investment Objective
The Fund aims to achieve a total return on your investment through a combination of capital growth and income on the Fund’s assets, in a manner consistent with“ESG” focused investing. The Fund has a flexible approach to asset allocation and will seek to gain exposure across a variety of asset classes, inc. equities, fixed income securities, money market instruments, ABS, MBS, cash and other funds.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.9 | 0.2 | 0.6 | 0.4 | 0.7 | 0.8 | 0.4 | 0.5 | 0.1 | 0.9 | 0.5 | 0.3 | |
| 2023 | 0.5 | 1.0 | 0.8 | 0.9 | 0.9 | 0.9 | 0.3 | 0.4 | 0.8 | 0.8 | 0.9 | 0.9 | 0.6 |
