Uni-Global - Cross Asset Navigator

Investment Objective

The Uni-Global - Cross Asset Navigator offers diversification, through a macro risk based approach that is designed to offer an all-weather solution. It aims to offset economic downturns, inflation shocks and period of market stress, and benefit from normal periods of steady economic growth. The Uni-Global - Cross Asset Navigator is an active multi-asset fund which aims to deliver cash + 4% return over a whole economic cycle. The aim of the fund is to achieve a return of cash + 4 % p.a. over a 3 to 5 year investment horizon with a volatility of 6 to 8%.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.4 0.6 0.2 1.0 0.0 0.9 0.6 0.9 0.4 0.8 0.5 0.5 0.2
2019 0.5 0.5 0.5 0.6 0.5 0.8 0.7 0.5 0.7 0.0 0.2 0.1 0.2

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