Investment Objective
The Investment objective of the Fund is to seek to achieve consistent risk-adjusted total returns while seeking to limit the downside and volatility of investments. The Investment Manager will seek to achieve this objective through investment in a diversified portfolio of investment grade and high yield bonds while also seeking to capitalise on cross-market opportunities in equities and options both in the United States and globally.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 0.9 | 0.1 | 0.5 | 0.1 | 0.5 | 0.0 | 1.0 | 0.3 | 0.8 | 0.4 | 0.1 | 0.2 | |
| 2023 | 0.2 | 0.2 | 0.3 | 0.5 | 0.9 | 0.7 | 0.4 | 0.5 | 0.8 | 0.1 | 0.9 | 0.7 | 0.7 |
