The fund is one that we have monitored for some time as an alternative or blend with a fixed income strategy. The fund aims to target a gross return of 7% over cash with volatility of up to 10%. In reality volatility is currently around 8%, which means it can make or lose around 2% a month.
For investors looking for alternatives or a blend for fixed income, this is something to consider however as the chart demonstrates there is increased risk….read more