Investment Objective
The investment objective of the DUNN WMA Institutional UCITS Fund is to extract profits from up and down-trends, resulting in a return stream that exhibits very low correlation with traditional asset classes such as stocks, bonds and real estate. In order to achieve this objective, the fund will seek exposure to the DUNN WMA (World Monetary & Agriculture) Institutional Program which is a 100% systematic medium to long-term trend following program, trading a highly diversified portfolio of globally exchange traded futures across the following sectors Agricultural, Stock Indices, Long-term Interest Rates, Currencies, Energies, Short-term Interest Rates, Metals and Volatility.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.7 | 0.5 | 1.0 | 0.2 | 0.2 | 0.3 | 0.8 | 0.2 | 0.7 | 0.6 | 0.7 | 0.1 | 0.1 | |
| 2023 | 0.9 | 0.0 | 0.3 | 1.0 | 0.7 | 0.5 | 0.2 | 0.9 | 0.6 | 0.4 | 0.3 | 0.6 | 0.5 |
