Investment Objective
The investment objective of the Fund is to provide long term capital growth through exposure to world equity markets. The Fund is suitable for investors who are looking to achieve long-term capital growth with lower volatility and better risk adjusted returns. The investment manager dynamically alters the net equity exposure of the fund using short futures contracts. The manager utilises Artificial Intelligence (AI) to determine the number of short futures contracts and therefore the degree of net equity exposure of the fund.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.4 | 0.9 | 0.0 | 0.3 | 0.5 | 0.2 | 0.4 | 0.6 | 0.8 | 0.3 | 0.4 | 0.6 | 0.2 | |
| 2022 | 0.1 | 0.1 | 0.6 | 0.5 | 0.7 | 0.4 | 0.2 | 0.8 | 0.1 | 0.3 | 0.2 | 0.8 | 0.9 |
