Investment Objective
The Fund’s investment objective is to seek capital appreciation over the medium to long term. The Fund seeks to achieve this objective by investing on a long and short basis. It seeks to generate returns while minimizing volatility caused by shifts in economic conditions through diversification across different asset classes and financial instruments that feature different sensitivities to economic conditions. Investment decisions will be made by implementing the Investment Manager‘s proprietary investment strategy, which is a disciplined, fundamental and systematic investment strategy grounded on the belief that the return of asset classes is driven primarily by changing macroeconomic factors and their influence on markets.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.3 | 0.6 | 0.3 | 0.0 | 0.8 | 0.1 | 0.9 | 0.7 | 0.5 | 0.1 | 0.4 | 0.4 | 0.5 | |
2023 | 0.5 | 0.9 | 0.3 | 0.5 | 0.3 | 0.4 | 0.5 | 0.4 | 0.1 | 0.6 | 0.6 | 0.2 | 0.9 |