Investment Objective
The investment objective of the Fund is to achieve above average long term capital appreciation by investing on a multi-asset basis globally. The Fund will seek to achieve this investment objective by utilising a value driven contrarian investment approach to both asset and individual security selection, focusing on those assets, markets and traded securities, whose valuations are believed to deviate significantly from perceived fair value, historic levels, or from industry peers.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.5 | 0.7 | 0.9 | 0.4 | 0.2 | 1.0 | 0.9 | 0.1 | 0.6 | 0.8 | 0.0 | 0.3 | 0.9 | |
| 2024 | 0.2 | 0.1 | 0.2 | 0.1 | 0.4 | 0.1 | 0.2 | 0.3 | 0.8 | 0.9 | 0.6 | 0.3 | 0.1 |
