Investment Objective
The ECO Advisors ESG Absolute Return Fund employs a data driven ESG-based security selection process to invest in ESG best-in-class companies or companies exhibiting improving ESG metrics in the long book, while taking short positions in ESG laggards and firms that demonstrate deterioration in ESG metrics. The strategy aims to achieve long term capital growth with a target volatility of 4-5% in a market neutral framework with low correlation to global equity markets.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.8 | 0.8 | 0.1 | 1.0 | 0.7 | 0.4 | 0.4 | 1.0 | 0.4 | 0.9 | 0.7 | 0.7 | 0.2 | |
2022 | 0.2 | 1.0 | 1.0 | 0.5 | 0.3 | 0.8 | 0.7 | 0.4 | 0.6 | 0.4 | 0.0 | 0.8 | 0.9 |