Investment Objective
The Fund aims to achieve a positive total return over a market cycle with a low correlation to global equities. The Fund seeks to achieve its objective through a strategic and tactical asset allocation to three asset classes: equities, debt and commodities. For the full objectives and investment policy please consult the current prospectus.
Reference Index
Euribor 3 Month Index (EUR)
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.9 | 0.2 | 0.8 | 0.5 | 0.5 | 0.2 | 0.1 | 0.1 | 0.2 | 0.9 | 0.5 | 0.1 | 0.8 | |
| 2024 | 0.1 | 0.9 | 0.5 | 0.6 | 0.9 | 0.5 | 0.9 | 0.4 | 0.4 | 0.0 | 0.1 | 0.7 | 0.2 |
