Investment Objective
The Fund follows a deeply fundamental process with a bottom-up approach, targeting names with strong fundamentals and favourable ESG criteria, implemented via a conservative net exposure (-10% to 30%) with low volatility, and a focus on alpha generation from both the long and short side. The Fund invests in off-the-beaten path ideas that, elevated by their ESG profile, have the potential to unlock superior risk-adjusted returns in the medium to long run.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.9 | 0.1 | 0.7 | 0.9 | 0.3 | 0.7 | 0.6 | 0.6 | 0.8 | 0.2 | 0.3 | 0.4 | 0.4 | |
| 2023 | 0.9 | 0.4 | 0.6 | 0.4 | 0.9 | 0.4 | 0.7 | 0.7 | 0.8 | 0.8 | 0.3 | 0.6 | 0.9 |
