Investment Objective
The objective of the Fund is to provide an absolute rate of return, while seeking long-term capital appreciation. The Fund will seek to achieve this objective by investing in a flexible and very dynamic diversified portfolio consisting of Global Equity Instruments, Debt Instruments, Money Market / Short Term Instruments, and long and short positions in derivatives. The relative asset class weightings of the Fund’s investment portfolio will be dynamically managed depending on the Sub-Investment Manager’s views and market conditions.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.6 | 0.2 | 1.0 | 0.0 | 0.2 | 0.1 | 0.9 | 0.5 | 0.1 | 0.4 | 0.1 | 0.6 | 0.5 | |
| 2022 | 0.2 | 0.8 | 0.8 | 0.7 | 0.4 | 0.4 | 0.4 | 0.4 | 0.6 | 0.7 | 0.0 | 0.8 | 0.4 |
