Investment Objective
The Fund's investment objective is to provide a net capital appreciation of EONIA +6% to 8% over a 3 to 5 year horizon with a level of annual volatility lower than 8%. The Fund seeks to achieve this objective by using a dynamic asset allocation process on a broad and diversified set of asset classes.
Reference Index
EONIA
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 1.0 | 0.5 | 0.1 | 0.8 | 0.8 | 0.0 | 0.3 | 0.2 | 0.3 | 1.0 | 0.6 | 0.7 | 0.5 | |
| 2019 | 0.4 | 0.5 | 0.1 | 0.3 | 0.2 | 0.3 | 0.0 | 0.1 | 0.7 | 0.6 | 0.9 | 0.6 | 0.3 |
