Investment Objective
The Fund aims to provide capital growth by investing in bonds, equity, foreign exchange and commodity markets.The fund aims to produce an absolute return of 10-15%, net of fees with a target volatility of 10-15%.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.3 | 0.4 | 0.7 | 0.0 | 0.3 | 0.9 | 0.5 | 0.0 | 0.2 | 0.8 | 1.0 | 0.9 | 0.5 | |
2023 | 0.3 | 0.7 | 0.4 | 0.8 | 0.2 | 0.5 | 0.2 | 0.4 | 0.1 | 0.2 | 0.3 | 0.8 | 0.5 |