Investment Objective
The AlphaQuest UCITS Fund's investment objective is to seek capital appreciation over the long term.The AlphaQuest UCITS Fund invests, on a long and/or short basis, in a globally diversified futures portfolio representing the major asset classes of equities, fixed income and currencies. The AlphaQuest UCITS Fund also gains exposure to commodities, on a long and/or short basis, through the use of structured financial instruments (“SFIs”). The AlphaQuest UCITS Fund targets, over the medium term, a realized volatility in the range of 10%-12%, in order to adhere to the UCITS investment restrictions.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.9 | 0.4 | 0.8 | 0.9 | 0.3 | 0.8 | 0.7 | 0.2 | 0.7 | 0.0 | 0.5 | 0.8 | 0.6 | |
| 2023 | 0.6 | 0.5 | 0.0 | 0.8 | 0.6 | 0.0 | 0.2 | 0.7 | 0.1 | 0.3 | 0.7 | 0.8 | 0.5 |
