Investment Objective
The Fund's primary investment objective is to generate consistent long-term capital gains. The Fund's policy is to achieve those gains through investments in short, medium and long-term investment opportunities. This policy is pursued through a strategy of investment in a diversified portfolio of Affiliated Funds (“Fund Investments”) as well as direct and indirect trading and investment in Securities including, but not limited to equities, bonds of investment and non-investment grade, currencies, derivative products and other asset classes
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.4 | 0.7 | 0.4 | 0.8 | 0.6 | 0.7 | 0.4 | 0.8 | 0.3 | 1.0 | 0.2 | 0.2 | 0.8 | |
| 2023 | 0.0 | 0.0 | 0.8 | 0.9 | 0.8 | 0.6 | 0.1 | 0.9 | 0.8 | 0.6 | 0.3 | 0.6 | 0.5 |
