New Fund in the List
We have added the following fund, selected according to the highest due diligence standards. As such, the fund belongs to the WSP Selection OpenList.
The fund aims to preserve capital and achieve positive returns over an investment cycle. The overall ambition is to generate a return of cash +2% (gross of fees) p.a. with a volatility target of around 2-5%. Within the fixed income total return strategies, the fund is amongst the most defensive ones which is illustrated by its performance. Since inception the fund is slightly outperforming its investment objective by generating since inception (June 2013) an annualized return in EUR (net of fees) of 1.78%. It has been done with a moderate level of volatility of 2,4%. The fund has proved to be an appropriate way to generate positive returns in EUR with a moderate and balanced exposure to traditional fixed income drivers.