Investment Objective
To achieve a total return in excess of cash through long and short investments in equity securities of consumer companies globally while maintaining low market exposure, by investing in such companies directly or through the use of derivatives. Eligible companies are those where a change in consumer behaviour is likely to have a material impact on the company.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 1.0 | 1.0 | 0.0 | 0.7 | 0.6 | 0.0 | 0.7 | 0.3 | 0.5 | 1.0 | 0.6 | 0.2 | |
| 2023 | 0.1 | 0.5 | 0.2 | 0.0 | 0.5 | 0.2 | 0.5 | 0.6 | 0.9 | 0.9 | 0.1 | 0.4 | 0.7 |
