Investment Objective
The Fund objective is to achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivative strategies where appropriate. The Fund will primarily invest in a portfolio of equity and equity linked securities (including depository receipts, warrants and other participation rights), index and participation notes, equity linked notes, commodity index instruments, convertible securities, fixed and floating rate debt securities, deposits with credit institutions and money market instruments. Issuers of these securities may be located in any country, including emerging markets.
Reference Index
ICE 1 Month EUR LIBOR
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.3 | 0.7 | 0.3 | 0.6 | 0.8 | 0.5 | 0.2 | 0.9 | 0.9 | 0.3 | 1.0 | 0.3 | 0.7 | |
| 2019 | 0.4 | 0.7 | 0.6 | 0.1 | 1.0 | 0.7 | 0.7 | 0.6 | 0.4 | 0.8 | 0.7 | 0.0 | 0.4 |
