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Factsheet August 2024

What a summer roller coaster August was. Our first monthly loss in 28 months. Apple Tree Fund’s factsheet for August 2024:


  • -0.1% - Net return for the month

  • +3.8% - Net return 2024 YtD

  • +7.3% - Last Twelve Months (LTM)

  • EUR 24.5m - Assets under Management (AuM)

  • Risk category 2 (low risk, EU standards)


Take a look at the factsheet down here or download the PDF.


Want to view previous factsheets, visit our archive.

Factsheet Apple Tree Fund

Source: Apple Tree Capital Partners



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Factsheet July 2024

We can take care of your worry-free returns, so you can enjoy your well-deserved holidays. Apple Tree Fund’s newest factsheet is here.

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