Investment Objective
The objective of the fund is to achieve significant real rates of return in sterling terms predominantly from a portfolio of UK and international securities. The fund may also invest in deposits, money market instruments, derivative instruments, forward transactions and collective investment schemes.
Reference Index
LIBOR 1 Month plus 4%
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | 0.4 | 0.6 | 0.5 | 0.2 | 0.8 | 0.9 | 0.8 | 0.2 | 0.5 | 0.4 | 0.3 | 0.6 | 0.3 | |
2020 | 0.1 | 0.1 | 0.2 | 0.5 | 0.2 | 0.9 | 0.9 | 0.2 | 0.7 | 1.0 | 1.0 | 0.5 | 0.8 |