WealthLander Diversified Alternative Fund

Performance Summary as at August 2022

The WealthLander Diversified Alternative Fund has a track record of 1 year and 7 months and therefore comparison over all market conditions and against its peers is limited. However, the fund has underperformed the Barclay Hedge Global Macro Index since inception in February 2021, providing investors with an annualised return of 7.99% compared with the index's return of 9.71% over the same period.

Over the past 12 months, the fund's largest drawdown was -11.74% vs the index's -2.68%, and since inception in February 2021 the fund's largest drawdown was -11.74% vs the index's maximum drawdown over the same period of -2.68%. The fund's maximum drawdown began in April 2022 and has lasted 4 months, reaching its lowest point during June 2022.

The Manager has delivered these returns with 4.18% more volatility than the index, contributing to a Sharpe ratio for performance over the past 12 months of -0.04 and for performance since inception of 0.81. The fund has provided positive monthly returns 77% of the time in rising markets and 50% of the time during periods of market decline, contributing to an up-capture ratio since inception of 91% and a down-capture ratio of 116%.

Cumulative Returns
Fund Index

WealthLander Diversified Alternative Fund - Cumulative Performance vs Barclay Hedge Global Macro Index

 

Drawdowns
Fund Index

Drawdown%

 
Fund Index

Quintile Ranking vs. Multi-Sector as at September 2022

The performance of the WealthLander Diversified Alternative Fund ranked it in the second quintile for Total Return, Sharpe and Sortino over 1 year.

1 Year
3 Year
5 Year
7 Year
WealthLander Diversified Alternative Fund
Barclay Hedge Global Macro Index
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.