Investment Objective
Seeks to achieve a positive return in all types of market conditions over the recommended holding period by investing, directly or indirectly, in a broad range of securities from around the world, including emerging markets. The investment manager first constructs a macro strategy portfolio to provide a return not correlated to any market, and then overlays this with an investment strategy to generate excess return.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.5 | 0.6 | 0.5 | 0.7 | 0.6 | 0.3 | 0.2 | 1.0 | 0.6 | 0.3 | 0.5 | 0.8 | 0.6 | |
| 2022 | 0.8 | 0.9 | 0.3 | 0.7 | 1.0 | 0.1 | 0.8 | 0.1 | 0.4 | 0.6 | 0.6 | 0.2 | 0.1 |
