Investment Objective
The objective of the fund is to achieve capital appreciation by taking long and short positions principally in UK equities and convertible bonds. Investment will be made principally in a wide range of UK companies across the market capitalisation spectrum including but not limited to companies included in the FTSE 100 and FTSE 250 indices. The Fund will take long and short positions in order to gain exposure to particular companies, industries or sectors in order to seek consistent returns.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 1.0 | 0.9 | 0.5 | 0.1 | 0.2 | 1.0 | 0.5 | 0.4 | 0.2 | 0.9 | 0.6 | 0.2 | 0.7 | |
| 2022 | 1.0 | 0.2 | 0.6 | 0.5 | 0.2 | 0.5 | 0.7 | 0.6 | 0.6 | 0.3 | 0.5 | 0.2 | 0.1 |
