Investment Objective
The fund aims to outperform Libor by 3% to 5% pa across the market cycle and minimise drawdowns. The fund's investment universe is the global fixed income market with a flexible investment approach focussed on capital preservation with a healthy respect for liquidity.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.6 | 0.5 | 0.4 | 0.4 | 0.7 | 0.4 | 0.7 | 0.6 | 0.1 | 1.0 | 0.6 | 0.4 | 0.1 | |
2022 | 0.7 | 0.1 | 0.0 | 0.8 | 0.5 | 0.4 | 1.0 | 0.5 | 0.3 | 0.4 | 0.1 | 0.6 | 0.9 |