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Factsheet January 2024

That’s a wrap. January has come to an end. “As January goes, so goes the year”. Reporting season is underway and less than 10 months for the US presidential elections.

The first Apple Tree Fund factsheet for 2024:

  • +0.5% - Net return for the month

  • +0.5% - Net return 2024 YtD

  • +11.1% - Last Twelve Months (LTM)

  • EUR 18.1m - 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

Apple Tree Fund - Factsheet January 2024
Download PDF • 463KB

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