Investment Objective
The investment objective of the Fund is to seek to achieve long-term capital appreciation with lower volatility relative to the broader equity markets and substantially less correlation to traditional asset classes over a full market cycle by pursuing various risk premia strategies, which seek to profit from persistent behavioral and/or structural anomalies or other factors.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.7 | 0.9 | 1.0 | 0.3 | 0.4 | 0.9 | 0.4 | 0.1 | 0.8 | 0.7 | 0.6 | 0.7 | 0.8 | |
| 2022 | 0.7 | 0.7 | 0.8 | 0.8 | 0.6 | 0.6 | 0.0 | 0.0 | 0.6 | 0.0 | 0.7 | 0.7 | 0.2 |
