Performance

Performance to 31 December 2020

Actual Fund Returns

 1m3m6m1 Year2 YearInceptIncept pa
Equus Point Capital Market Neutral Fund2.09%-1.63%3.07%4.49%1.14%3.33%1.58%
Cash Benchmark0.01%0.04%0.10%0.32%0.75%1.63%0.78%
Value Added2.08%-1.67%2.97%4.17%0.39%1.70%0.80%

Month on Month Return History

 JulAugSepOctNovDecJanFebMarAprMayJuneTotal
FY 20191.01%0.53%0.42%1.11%0.03%-1.20%2.32%4.25%
FY 20202.70%0.57%-4.49%-0.36%-2.14%-1.39%3.32%-2.24%-3.71%-2.09%4.97%1.18%-4.06%
FY 20212.85%1.34%0.59%0.34%-3.98%2.09%3.07%
Performance figures are net of fees and expenses. Inception for the Fund was 30 November 2018. Model returns after costs and fees from May 2020.  Past performance is not a reliable indicator of future performance. Investors should obtain the relevant product disclosure statement and consider it before making any decision to invest.