Lyxor / Bridgewater All Weather Sustainability

Investment Objective

The Fund’s investment objective is to seek capital appreciation over the medium to long term while simultaneously taking into account environmental, social, and governance objectives by being predominantly exposed to securities which meet the Investment Manager’s criteria on sustainability which are reviewed and applied on an ongoing basis. The Fund is actively managed and seeks to achieve this objective by investing globally in equity, bond, interest rate, credit (through direct investments on debt securities or bonds, or indirect investments in derivatives (FDI) such as credit default swaps “CDS”), currency, and commodities in both developed and emerging markets.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.0 0.2 0.4 0.9 0.7 0.6 0.5 0.3 0.9 0.0 0.9 0.5 0.8
2020 0.7 0.2 0.2 0.6 0.7 0.7 0.4 0.6 1.0 0.6 0.6 0.3 0.5

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