Investment Objective
The fund aims to provide capital growth and income in excess of ICE BofA Sterling 3-Month Government Bill Index plus 2% (after fees have been deducted) over any five to seven year period by investing in alternative assets worldwide. This cannot be guaranteed and your capital is at risk. The fund also aims to have an average annual beta of up to 0.5 of that of the MSCI All Country World index over any five to seven year period.
Reference Index
Cash +2%
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.6 | 0.6 | 0.8 | 0.1 | 0.8 | 0.7 | 0.5 | 0.2 | 0.1 | 0.1 | 0.4 | 0.6 | 0.9 | |
| 2024 | 0.8 | 1.0 | 0.2 | 0.2 | 0.2 | 0.4 | 0.4 | 0.9 | 0.1 | 0.2 | 0.6 | 0.2 | 0.4 |
