The Fund returned -4.9%After a weak August, markets continued to correct in September, as a sharp upward move in Treasury yields forced investors to re-assess…Oct 9, 2023Oct 9, 2023
The Fund returned -3.0%After 2 months of solid returns, markets took a breather in August, with cyclical sectors broadly underperforming defensives. Inflation…Sep 8, 2023Sep 8, 2023
Portfolio and Jul 23 UpdateThe Fund returned +2.7% in June, compared to the S&P 500 TR Index +3.2%, and the MSCI World TR Index +3.4%. Since inception at the end of…Aug 7, 2023Aug 7, 2023
Portfolio and June 2023 UpdateThe Fund returned +3.7% in June, compared to the S&P 500 TR Index +6.6% and the MSCI World TR Index +6.1%. Since inception at the end of…Jul 3, 2023Jul 3, 2023
Portfolio and May 23 UpdateThe Fund returned +1.5% in May, compared to the S&P 500 TR Index +0.4% and the MSCI World TR Index -0.9%. Since inception at the end of…Jun 1, 2023Jun 1, 2023
Portfolio and April 23 UpdateThe Fund returned +3.2% in April, compared to the S&P 500 TR Index +1.6% and the MSCI World TR Index +1.8%. Since inception 2 years ago, at…May 2, 2023May 2, 2023
Portfolio and March 23 UpdateThe Fund had a solid March, returning +6.6%, compared to the S&P 500 TR Index +3.7% and the MSCI World TR Index +3.2%. Since inception at…Apr 3, 2023Apr 3, 2023
Portfolio and February 23 UpdateThe Fund returned -0.5% in February, compared to the S&P 500 TR Index -2.4% and the MSCI World TR Index -2.4%. Since inception at the end…Mar 1, 2023Mar 1, 2023
Portfolio and January 2023 UpdateThe Fund returned +8.7% in January, compared to the S&P 500 TR Index +6.3% and the MSCI World TR Index +7.1%. Since inception at the end of…Feb 1, 2023Feb 1, 2023
