Investment Objective
The investment objective of the Fund is to target high returns on the invested capital irrespective of the general market environment over a medium to long term horizon [5 year rolling period] whilst substantially reducing the overall risk by constructing a portfolio with a high degree of diversification and the constant use of hedging instruments.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.3 | 0.0 | 0.4 | 0.3 | 1.0 | 0.9 | 0.9 | 0.4 | 0.1 | 0.6 | 0.8 | 0.4 | |
| 2023 | 0.3 | 0.7 | 0.7 | 0.7 | 1.0 | 0.9 | 0.2 | 0.3 | 0.2 | 0.8 | 0.2 | 0.9 | 0.8 |
