An updated insight into our risk parameters, as of June 2022.
Flashback to our Linked-In post 9 months ago (22 September 2021): “Experts are expecting a market correction (of 10% or more) in the not-too-distant future. If and when it comes, no-one knows. But risk can happen fast. And risk is not necessarily things that we don’t know, but perhaps even more the things we don’t know we don’t know. And risk creeps into a lot of (investment) portfolios unknowingly or is underestimated in the first place.”
And risk did happen fast. Stock markets couldn’t go down, money was in the streets. And then, Omicron, war in Ukraine, inflation, balance sheet tightening, recession threats and more.
Apple Tree Fund and its investors were hit badly in March. YtD our net return stands at [-2.6%], with a solid outlook of meeting our annual net target return of 6-10% for 2022.
And how about the Fund’s risk profile? How has that been impacted? It obviously has, but not hugely. Check out our latest risk parameters here. If you want a comparison, you can find the previous risk parameters (Sep 2021) here.
Would you like to know more? Drop us a line or give us a call. We love talking about (low) risk.
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