MARCH Fund Comment

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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All reasonable precautions have been taken to ensure the accuracy, security and confidentiality of information available through this website. The information may be amended at any time without notice. The information contained in this website is for information purposes only and Apex Global Fund is not soliciting any action based on information available. Any opinions expressed or material provided is based upon information considered reliable, but Apex Global Fund does not represent or warrant that such opinions and material are accurate or complete, and should not be relied upon. If you are in any doubt about the contents of this website, you should consult your stockbroker, bank manager, lawyer, accountant or other professional advisor. Apex Global Fund cannot be held liable for any loss or damage whether it is direct or consequential. 

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Apex Global Fund's alternative investment products are available only to eligible investors who (i) are not US Persons or (ii) if US Persons , are "accredited investors" as such term is defined in Regulation D of the United States Securities Act of 1933, as amended. In particular, the information contained or referred to in this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States of America any of its states or possessions. 

Because of the funds complex nature, investment in Apex Global Fund is only suitable for sophisticated investors who are able to bear the risks involved, believe that the investment is suitable based upon their investment objectives and financial needs and have less need for short term liquidity of investments. Past performance is not an indication of future performance. 

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The views expressed are those of Apex Global Fund at the time of writing, are subject to change without notice and do not constitute investment advice. This article is directed at investment professionals only and should not be relied upon by private investors. Whilst Apex Global Fund has used all reasonable efforts to ensure the accuracy of the information contained in this article, we cannot guarantee the reliability, completeness or accuracy of such information.

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