Investment Objective
The fund seeks to increase the value of its assets over the medium term by investing in different alternatives funds which use different alternative investment strategies. These strategies are: Long Short Equity, Equity Market Neutral, Event Driven, Managed Futures, Long Short Credit and Global Macro (see prospectus for full details on these strategies). The weighting and allocation to the different alternative strategies (and selected funds) in the portfolio may vary over time according to the evolution of market conditions and to reflect the anticipations of the investment teams macroeconomic outlook and market views.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.9 | 0.2 | 0.1 | 0.8 | 0.6 | 0.7 | 0.6 | 0.7 | 0.6 | 0.5 | 0.6 | 0.1 | 0.5 | |
| 2021 | 0.1 | 0.1 | 0.8 | 0.9 | 0.2 | 0.8 | 0.8 | 0.7 | 1.0 | 0.8 | 0.7 | 0.8 | 0.6 |
