Investment Objective
The objective of the Fund is to achieve positive real returns with lower volatility than the All-Share Index. The Fund will seek to achieve returns that exceed one month SONIA(SONIA 1M IR), after fees, though there is no guarantee that it will do so. The portfolio will consist principally of listed equity securities issued by companies established or operating in the UK and derivative instruments which may give either long or short exposure to listed equity securities. Tellworth assumed management of the Fund on 12 December 2019.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.6 | 0.8 | 0.4 | 0.9 | 0.3 | 0.8 | 0.6 | 0.8 | 0.8 | 1.0 | 0.5 | 0.2 | 0.4 | |
| 2023 | 0.4 | 0.5 | 0.5 | 0.9 | 0.4 | 0.0 | 0.1 | 0.8 | 0.5 | 0.0 | 0.3 | 0.1 | 0.3 |
