Investment Objective
The fund will seek to achieve long term capital growth principally through investment in equities of financial sector companies on an international basis. The manager has the power to invest in other asset types when the Manager considers it appropriate for market conditions, as well as the ability to short using derivatives to protect capital when financial stocks are falling.
Reference Index
FTSE Global Financials Index
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.3 | 0.7 | 1.0 | 0.9 | 0.3 | 0.9 | 0.3 | 0.7 | 0.1 | 0.4 | 0.7 | 0.7 | 1.0 | |
| 2021 | 0.4 | 0.3 | 0.1 | 0.9 | 0.5 | 0.7 | 0.7 | 1.0 | 0.8 | 0.1 | 0.1 | 0.4 | 0.1 |
