Apex Global Fund returned three positive months in the first quarter of 2014, advancing 0.45% in March, and bringing year to date performance to 1.34% with 1 year standard deviation of just 2.03%.
Although the fund continues to perform well, the managers have over the course of Q1 been undertaking a strategic portfolio review, with particular attention being paid to investor risk appetite.
Feedback indicates that whilst investors continue to be satisfied with the fund’s performance, there is scope to allow for more volatility in order to maximise upside, whilst still remaining within the risk parameters set for the fund.
With this in mind, the fund’s managers will be commencing a staged re-weighting process in Q2, with a view to steadily increasing standard deviation and targeting a proportionately higher return for investors.
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