New Capital Strategic Portfolio

Investment Objective

The investment objective is to achieve long term capital appreciation. The Fund aims to achieve consistent risk-adjusted returns in different market conditions. The Fund is a multi-asset UCITS fund that invests in a diversified range of equity, fixed income, commodities, real estate and hedge funds.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.8 0.8 0.6 1.0 0.6 0.7 0.8 0.8 0.1 0.7 0.2 0.5 0.9
2022 0.6 0.1 0.9 0.5 0.7 0.1 0.7 0.7 0.3 0.1 1.0 0.0 0.7

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