Charlemagne OAKS Emerging and Frontier Opportunities Fund

Investment Objective

The investment objective of the Fund is to seek to maximize total return by investing in a diversified portfolio of global frontier and emerging market securities. In pursuit of this, the Fund will invest both long and short based on fundamental, bottom-up research. The Fund will aim to have a low beta to the MSCI EM Index (0.2-0.4) with a typical net long exposure of 50-70%.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.4 0.2 0.7 0.8 0.6 0.2 0.8 0.5 0.4 0.1 0.5 0.0 1.0
2018 0.2 0.0 1.0 0.3 0.4 0.3 0.1 0.8 1.0 0.7 0.2 0.8 0.3

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