Our LTAM Fund uses an internal model to manage a benchmark ETF (In this case LTAM.L, an ETF which tracks the MSCI EM Latin America 10/40 Index), switching into and out of cash.
The results in the table are simulations based on our latest back tests.
The graph shows the return on an investment of £1,000 compared to the benchmark.
| LTAM Fund | Q1 | Q2 | Q3 | Q4 | YEAR | BENCHMARK | ALPHA |
|---|---|---|---|---|---|---|---|
| 2014 | 0.00% | 0.00% | 0.00% | -6.49% | -6.49% | -10.53% | 4.04% |
| 2015 | -5.26% | 7.34% | -1.53% | 10.22% | 10.37% | -29.89% | 40.26% |
| 2016 | 24.37% | 9.50% | 0.00% | 2.65% | 39.79% | 54.95% | -15.16% |
| 2017 | 2.62% | 0.87% | TBA | TBA | 3.51% | 2.66% | 0.85% |
