Investment Objective
The Fund’s investment objective is to generate an overall investment return through long-term capital growth as well as dividend and other income. This is achieved via a high conviction portfolio of long and short equity positions.
The Fund’s strategy for security selection is to augment traditional fundamental and macroeconomic analysis with contemporary quantitative analysis in order to deliver a portfolio of long and short equity investment ideas with a high level of idiosyncratic (stock selection) risk.
Reference Index
MSCI World (GBP)
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.7 | 0.9 | 0.8 | 0.6 | 0.9 | 1.0 | 0.4 | 0.1 | 0.2 | 0.5 | 0.2 | 0.1 | 0.0 | |
| 2024 | 0.2 | 0.8 | 0.4 | 0.4 | 0.8 | 0.2 | 0.3 | 0.6 | 0.3 | 0.2 | 0.9 | 0.6 | 0.1 |
