Investment Objective
The Portfolio will seek to achieve attractive total returns primarily through capital appreciation from a portfolio of investments primarily in the global fixed income and currency markets. The Portfolio utilizes the following investment strategies; Duration, Country, Cross Macro, Currency, Government/Swaps, Securitized and Emerging Market Debt.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.9 | 0.3 | 0.5 | 0.3 | 0.2 | 0.9 | 0.8 | 0.4 | 0.7 | 0.5 | 0.1 | 1.0 | 0.6 | |
2022 | 0.6 | 0.2 | 0.5 | 0.0 | 0.9 | 0.4 | 0.5 | 0.5 | 0.4 | 1.0 | 0.3 | 0.3 | 0.4 |