Investment Objective
The aim of the Ambienta X Alpha Fund is to leverage the existing Ambienta’s in-house research team know-how on Environmental Sustainability (“ES”) and gain differentiated exposure to the theme. The manager employs a disciplined and uncompromising fundamental bottom-up investment research process, leading to a high conviction, concentrated portfolio of Core Longs and Core Shorts positions. The Fund invests in companies which are driven or affected by sustainability.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.2 | 0.4 | 0.3 | 0.0 | 0.9 | 0.4 | 0.3 | 0.8 | 0.4 | 0.8 | 0.7 | 0.1 | |
| 2023 | 1.0 | 0.4 | 0.2 | 0.5 | 0.8 | 0.5 | 0.6 | 0.7 | 0.2 | 0.1 | 0.7 | 0.9 | 0.1 |
