Investment Objective
The investment objective of the Fund is to achieve a positive absolute return over rolling 3-year periods after deduction of fees, irrespective of market conditions. The Fund seeks to achieve the investment objective by taking long and short positions primarily (70%+) in equities or equity related instruments and related financial derivative instruments (derivatives) of UK companies of all market capitalisations.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.3 | 0.3 | 0.3 | 0.1 | 0.4 | 0.8 | 0.9 | 0.1 | 0.6 | 0.5 | 0.3 | 0.6 | 0.2 | |
| 2022 | 0.7 | 0.4 | 0.5 | 0.4 | 0.4 | 0.9 | 0.9 | 1.0 | 0.3 | 0.7 | 0.2 | 1.0 | 0.4 |
