Investment Objective
The fund aims to deliver a positive total return (the combination of income and capital growth) of 5-10% on average per year over any three-year period by investing globally in a range of assets, including equities, fixed income and currencies. The fund managers expect the fund to have an annualised volatility of between 5% and 12%. The fund will normally invest within the following net allocation ranges, which reflect the sum total of long and short positions.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.3 | 0.1 | 0.5 | 0.6 | 0.4 | 0.9 | 0.3 | 0.6 | 0.2 | 0.2 | 0.7 | 0.7 | 0.6 | |
| 2022 | 0.5 | 1.0 | 0.5 | 0.5 | 0.5 | 1.0 | 0.6 | 0.2 | 0.9 | 0.1 | 0.6 | 0.6 | 0.2 |
