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| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
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| Latest 24 Months | |
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| Inception Date | |
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| Fund Overview | |
| Manager Comments | The Fund's performance statistics are sound with a Sharpe ratio of 2.99, up and down capture ratio's of 0.73 and -1.11 and 83% positive months. The volatile intra-month performance of the Fund mirrored that of most world stock markets, which were weak initially, then rallied strongly, only to sell-off sharply at the end of the month. Though stock correlations tend to be high in sharp sell-offs, the Fund's portfolio had a number of bright spots. The Fund closed the month 96% invested due to growing caution about the outlook, but nothing near conviction of the last two years bull market is over yet. |
| More Information | » View detailed profile of this fund |
