Investment Objective
The Fund aims to provide capital growth in excess of 3- month USD T-Bills +3% per annum before fees have been deducted over a three to five year period by investing in a diversified range of assets and markets worldwide. The Fund is actively managed and invests in asset classes including, but not limited to, equity and equity related securities, fixed and floating rate securities, currencies and commodities, in order to provide exposure to long and short strategies. The Fund will focus on momentum strategy, which attempts to take advantage of the tendency for recent price trends to continue.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.5 | 0.4 | 0.3 | 0.6 | 0.6 | 0.3 | 0.5 | 0.6 | 0.8 | 0.8 | 0.4 | 0.1 | 0.6 | |
| 2022 | 0.8 | 1.0 | 0.7 | 0.3 | 0.7 | 0.9 | 0.3 | 0.0 | 0.1 | 0.6 | 0.5 | 0.9 | 0.8 |
