Investment Objective
The Fund aims to provide positive returns of 4% over the medium to long term, whilst maintaining negligible equity market beta. It will invest in a core portfolio comprised of alternative beta strategies sourced from across the asset class spectrum that provide capital growth, independent of equity market cycles and macroeconomics.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.2 | 0.2 | 0.4 | 0.4 | 0.2 | 0.5 | 0.6 | 0.0 | 0.7 | 0.1 | 0.7 | 0.3 | 0.2 | |
2022 | 0.6 | 0.2 | 0.5 | 1.0 | 0.0 | 0.9 | 0.2 | 0.1 | 0.7 | 0.1 | 0.8 | 0.5 | 0.4 |