Investment Objective
The objective of the Latitude Horizon Fund is to deliver capital appreciation over the long term by holding a concentrated portfolio of stocks, whilst lowering the equity risk and enhancing return through a selection of non-equity investments inc. bonds, currencies and commodities.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.7 | 0.5 | 0.7 | 0.2 | 0.3 | 0.8 | 0.1 | 0.1 | 0.4 | 0.9 | 0.4 | 0.1 | 0.5 | |
2023 | 0.7 | 0.4 | 0.5 | 0.2 | 0.9 | 0.2 | 0.2 | 0.7 | 0.8 | 0.1 | 0.5 | 0.7 | 0.2 |