Investment Objective
The New Capital Global Alpha Fund aims to deliver a consistent risk-adjusted return in all market environments over rolling 12month periods. Specifically seeking a target return of Libor (cash) +3% over an investment cycle. The primary objective is moderating volatility and participating in rising markets, but with the aim of avoiding substantial capital loss.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.2 | 0.6 | 0.1 | 0.0 | 0.3 | 0.3 | 0.8 | 0.1 | 0.0 | 0.6 | 0.8 | 0.9 | 1.0 | |
| 2022 | 0.2 | 0.4 | 1.0 | 0.3 | 0.7 | 0.6 | 0.3 | 0.3 | 0.2 | 0.4 | 0.5 | 0.3 | 0.4 |
