Investment Objective
The fund aims to achieve a positive total return in all market conditions over a 3 year rolling period by combining a number of investment strategies in a risk-managed portfolio and by investing principally in EUR denominated securities. Each strategy is selected based on a proprietary algorithm that works on different combinations of asset types including, but not limited to, equities, credit, interest rates, currencies, commodities and precious metals, inflation, real estate and/or volatility. Fund selection is determined by the identification of different risk regimes which in turn drive the allocation decisions.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.8 | 0.2 | 0.7 | 0.3 | 0.8 | 0.6 | 0.8 | 1.0 | 0.1 | 0.2 | 0.5 | 1.0 | 0.6 | |
| 2019 | 0.7 | 1.0 | 0.3 | 0.5 | 0.6 | 0.2 | 0.6 | 0.4 | 0.3 | 0.2 | 0.5 | 0.9 | 0.9 |
