Investment Objective
To increase the value of your investment over the long term, while seeking capital preservations. In actively managing the Fund, the Investment Manager uses quantitative methods, namely in-house models leveraging artificial intelligence and statistical techniques for forecasting expected returns and optimisation techniques for portfolio construction. It then applies market neutral strategies by buying securities that have favourable growth prospects (long positions) and selling those in similar sectors that seem to be overvalued (short positions).
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.7 | 0.5 | 0.4 | 0.9 | 0.2 | 1.0 | 0.7 | 0.5 | 0.8 | 0.3 | 0.7 | 1.0 | 0.1 | |
| 2023 | 0.1 | 0.9 | 0.1 | 0.2 | 0.1 | 1.0 | 0.5 | 0.5 | 0.9 | 0.5 | 0.8 | 0.8 | 0.8 |
