Plato Global Market Neutral Fund

Investment Objective

The Fund is a global fund that aims to generate positive returns in all market environments. The Investment Manager employ a market neutral strategy with a target beta, to the MSCI World Index, of close to zero. The Investment Manager believes investors are not perfectly rational, leading to market inefficiencies. The Investment Manager asserts that the best way to exploit these inefficiencies is through a systematic investment approach. On the long side of the portfolio, the fund invests in high-quality companies, selling at a discount to intrinsic value, with a catalyst and positive sentiment. On the short side of the portfolio, the fund looks for low quality companies, selling at a premium to intrinsic value, with a negative catalyst/sentiment. The fund annualised volatility target is 5/10%.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.6 0.5 0.0 0.1 0.8 0.3 0.2 0.4 0.7 0.8 0.5 0.7 0.1
2017 0.3 0.1 0.4 0.0 0.5 0.5 0.3 0.9 0.0 0.2 0.9 0.8 0.9

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