Investment Objective
The primary investment objective of the Fund is to generate positive absolute returns for investors over a rolling 3-5 year period irrespective of market conditions. The Fund will seek to achieve its investment objective by investing in global debt instruments in any currency, ranging from AAA Government Bonds through to high yield and emerging market bonds. The Fund may also invest in ancillary liquid assets such as cash, bank deposits, stocks, short term certificates, commercial paper, treasury bills and money market instruments. Performance target: 3 month GBP LIBOR + 2%-3% net of fees
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.1 | 1.0 | 0.7 | 0.1 | 0.3 | 0.8 | 0.1 | 0.5 | 0.9 | 0.5 | 0.1 | 0.6 | 0.0 | |
2022 | 0.4 | 0.2 | 0.7 | 0.5 | 0.7 | 0.2 | 0.2 | 0.8 | 0.4 | 0.9 | 0.8 | 0.6 | 0.0 |