Investment Objective
The fund is a diversified growth fund that aims to achieve positive real returns, over a wide variety of market conditions, from a thematic, actively managed, diversified strategy that is unconstrained in terms of its allocation to individual equities, bonds, commodities and currencies. The fund’s investment philosophy takes an macroeconomic, thematic approach which is regionally agnostic to identify the most attractive investment opportunities in the global, liquid capital markets. The investment process identifies, but is not limited to, valuation opportunities and sentiment extremes investing across global asset classes, countries, sectors and themes.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.5 | 1.0 | 0.4 | 0.2 | 0.9 | 0.6 | 0.0 | 0.2 | 0.5 | 0.3 | 0.8 | 0.8 | 0.3 | |
| 2019 | 0.2 | 0.7 | 0.7 | 0.4 | 0.5 | 0.4 | 0.5 | 0.4 | 0.1 | 0.1 | 0.5 | 0.8 | 0.9 |
