More than 10 years of track record
The fund, incepted in 2009, provides a dynamic asset allocation with low or negative correlation to markets. The strategy is actively aligned to market conditions and pursue moderate volatility. Simplify 02 is ideal for both short and long-term investing through multiple economic cycles. Liquidity is also one of the highest priorities. The distribution between asset classes to equity varies from negative to 60% according to the cycle phase.
For 2020 (as at Jun) the performance is positive 2%.
Since inception, the total return has been +59.5% in June 2020. The short-term volatility was 1%. More detailed information is available in the monthly historical performance section below.