The Portfolio aims to provide capital growth over the longer term. The Portfolio seeks to enhance returns of a fixed income allocation to U.S. Treasury Notes with the implementation of an options-based overlay strategy.
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.0 | 0.1 | 0.1 | 0.9 | 0.1 | 0.2 | 0.1 | 0.4 | 0.5 | 0.8 | 0.2 | 0.4 | 0.8 | |
| 2022 | 0.0 | 0.2 | 0.8 | 1.0 | 0.0 | 1.0 | 0.8 | 0.3 | 1.0 | 0.2 | 0.5 | 0.9 | 0.9 |
Current Site
Absolute Hedge is a market leading UCITS research database
providing proprietary research on funds, themes and strategies in the UCITS space.
Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts.
Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform
featuring a number of best-of-breed fund managers.
Kepler Partners is a corporate advisory and asset raising boutique
specialising in the regulated funds market in Europe and investment trusts in the UK.