Happy New Year! And what a year it has been (or is that always the case?). We hope you had a wonderful holiday season with what you wanted and needed.
The final Apple Tree Fund tally for 2023 is in our factsheet for December:
+0.5% - Net return for the month
+11.8% - Net return 2023 FY
+11.8% - Last Twelve Months (LTM)
EUR 16.2m - 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.
Source: Apple Tree Capital Partners
Apple Tree Fund - Factsheet December 2023
.pdf
Download PDF • 460KB