Investment Objective
The fund aims to deliver more predictable, long-term annualised returns of 7-8% in all but the bleakest market conditions.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.8 | 0.8 | 0.4 | 0.2 | 0.9 | 0.9 | 0.6 | 0.3 | 0.8 | 0.4 | 0.5 | 0.1 | |
| 2023 | 0.2 | 0.1 | 0.4 | 0.1 | 0.7 | 0.1 | 0.5 | 0.3 | 0.3 | 0.7 | 0.5 | 0.2 | 0.5 |