Investment Objective
The investment objective of the Majedie Asset Management Tortoise Fund is to maximize total return and to outperform the FTSE All-Share index over the long term. It is intended that the investment objective of the Fund will be achieved primarily through investment in a concentrated portfolio of UK equities and a select number of synthetic short positions
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | 0.6 | 0.8 | 0.8 | 0.2 | 0.7 | 0.2 | 0.1 | 0.8 | 0.4 | 0.8 | 1.0 | 0.7 | 0.2 | |
2019 | 0.5 | 0.9 | 0.3 | 0.4 | 0.3 | 0.9 | 0.5 | 1.0 | 0.7 | 0.1 | 0.4 | 0.5 | 0.7 |