Investment Objective
The investment objective of the Fund is to achieve long-term capital growth through investment in a diversified portfolio of securities which may themselves invest in equities and alternative asset classes to the extent that these are permitted under the Regulations. The Fund will actively allocate between various alternative asset classes and seeks consistent returns with lower volatility than equity based investments.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.9 | 0.0 | 0.2 | 0.2 | 0.6 | 0.5 | 0.6 | 0.4 | 0.2 | 0.6 | 0.9 | 0.9 | 0.6 | |
| 2022 | 0.8 | 0.2 | 0.4 | 0.8 | 0.3 | 0.0 | 0.3 | 0.8 | 0.6 | 0.5 | 0.8 | 0.7 | 0.4 |
