KLS CDAM Global Opportunities

Investment Objective

The primary investment objective of the KLS CDAM Global Opportunities Fund is to make fundamental long-term equity investments which will be hedged against negative equity market movements in the short-term with foreign exchange and equity overlay hedging positions implemented using financial derivative instruments, to endeavour to achieve positive and consistent long-term returns with reduced correlation to equity market indices.

Reference Index

MSCI World

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.8 0.7 0.1 0.2 0.7 0.0 0.9 0.2 0.7 0.3 0.5 0.1 0.5
2018 0.7 0.6 0.5 0.7 1.0 0.8 0.2 0.5 0.9 0.5 1.0 0.1 0.5

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