Investment Objective
The objective of the Fund is to seek to provide an absolute rate of return, while seeking long-term capital appreciation. The Fund will seek to achieve this objective by investing in a dynamically managed, flexible and diversified portfolio consisting of Equity Instruments, Debt Instruments, Money Market / Short Term Instruments, Commodity Instruments and long and synthetic short positions through Financial Derivative Instruments. Investments will be selected based on the Manager’s macro-economic analysis of the major world economies, with particular attention on monetary policies implemented by Central Banks.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.7 | 0.6 | 0.7 | 0.3 | 0.4 | 0.2 | 0.3 | 0.8 | 0.5 | 0.9 | 0.2 | 0.1 | 0.2 | |
| 2022 | 0.7 | 0.5 | 0.5 | 0.7 | 0.9 | 0.0 | 0.5 | 0.6 | 0.1 | 0.9 | 0.0 | 0.0 | 0.2 |
