Investment Objective
The Fund’s objective is to deliver real returns over the medium and longer term. More specifically, the target is to achieve a return on a compound annualised basis exceeding the UK CPI plus 6% over a 3-5 year time period. The Fund aims to achieve its investment objectives by investing in global equities, bonds, cash and derivatives.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.9 | 0.5 | 0.9 | 0.5 | 0.3 | 0.4 | 0.3 | 1.0 | 0.4 | 0.1 | 0.3 | 0.9 | 0.2 | |
| 2023 | 0.8 | 0.8 | 0.4 | 0.2 | 0.5 | 0.8 | 0.6 | 0.8 | 1.0 | 0.2 | 0.1 | 0.8 | 0.4 |
