Investment Objective
The Aperture Credit Opportunities Fund is a portfolio of global, liquid credit instruments reflecting a combination of bottom-up fundamental analysis and quantitative techniques to pursue returns in excess of SOFR with reduced correlation and drawdown risk throughout the market cycle.
Reference Index
SOFR
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.8 | 0.8 | 1.0 | 0.9 | 0.7 | 0.8 | 0.8 | 0.5 | 0.2 | 0.0 | 0.2 | 1.0 | 0.8 | |
| 2023 | 0.9 | 0.8 | 0.4 | 0.8 | 0.3 | 1.0 | 0.6 | 0.7 | 0.9 | 0.0 | 0.7 | 0.9 | 0.1 |
