The UK Equity Fund is a ‘150/50’ long/short fund. It is designed to achieve long-term capital appreciation. Performance can be compared to the MSCI UK IMI Index.
UK RPI +5%
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 0.3 | 0.8 | 0.1 | 0.6 | 0.6 | 0.8 | 0.9 | 0.4 | 0.6 | 0.1 | 0.7 | 0.6 | 0.1 | |
| 2020 | 0.5 | 0.9 | 0.9 | 0.1 | 0.8 | 0.6 | 0.1 | 0.8 | 0.9 | 0.7 | 0.1 | 0.1 | 0.2 |
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