Investment Objective
The Fund’s objective is to generate consistent absolute returns of 5-7% p.a. in any market environment with an annualized volatility below 8%. The Fund actively invests globally in several asset classes with the possibility to build up long- and short exposure, maintaining a constant level of risk over time. A proprietary global macro screening engine supports an experienced team of specialists to express their market views and to define the most successful top down strategies. Risk is an integrated part within the entire investment process. By targeting an explicit risk level on a daily basis the risk profile is maintained over time. The portfolio is mainly invested in liquid assets, the Fund offers daily liquidity.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.6 | 1.0 | 0.5 | 1.0 | 0.8 | 0.2 | 1.0 | 0.4 | 0.2 | 0.5 | 0.8 | 0.6 | 0.5 | |
| 2022 | 0.4 | 0.2 | 0.3 | 0.4 | 0.5 | 0.7 | 0.6 | 0.3 | 0.1 | 0.1 | 0.7 | 0.3 | 0.3 |
