“As January goes, so goes the year.”
After 2022, that would be a welcome change, even though wefinished the year with +7.0%.So how did we start the new year?We couldn’t keep up with the stockmarkets in January, but here’s our factsheet forthe first month in2023:
+1.2%-Net return January 2023
+4.9%-Last Twelve Months (LTM)
Continuation of “low risk” category (EU-risk category revised to 2 (1 = low risk, 7 = high risk))
EUR6.3m-Assets under Management#appletreefund
Take a look at the factsheet down here or download the PDF.
Want to view previous factsheets? Visit our archive.
Apple Tree Fund - Factsheet January 2023
.pdf
Download PDF • 351KB