Investment Objective
Long-term capital appreciation via a portfolio of global public companies which derive most of their profits from ConsumerAlpha™ goods or services. Additionally, a Risk Mitigation Program (overlay) is in place to reduce the impact of short term market volatility and aims to protect against extreme negative market events.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.6 | 0.2 | 0.4 | 0.9 | 0.2 | 0.4 | 0.5 | 0.2 | 0.1 | 0.7 | 0.8 | 0.2 | 0.3 | |
2023 | 0.7 | 0.5 | 0.4 | 0.5 | 0.7 | 0.6 | 0.6 | 0.9 | 0.1 | 0.7 | 0.3 | 0.8 | 1.0 |