Axis Tactics 9th February, 2025 - Recap on Investment Performance to date

Investment Performance Data to Date, for Different Strategies and Risk Profiles

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Recent Performance Data by Strategy and Risk Profile : Start-2024 to Date

Unrestricted, No Leveraged Products : 26.5%

Unrestricted, With Selective Use of Leveraged Products : 47.2%

Low Risk Basket : 18.1%

Medium Risk Basket : 21.0%

High Risk Basket : 31.3%

Risk Arbitrage Programme: 100% Hit Rate, Median Return per Investment : 8.8%

Performance for Bespoke Strategies and where other Investment Restrictions or Objectives apply to the Mandate, will be different to the above. Above Data is pro-forma.

For granular trade details, portfolio metrics, ratios and draw-down data, please get in touch with your usual contact.

Asset Allocation Recommendations and our Best Equity Ideas will follow in the Section Below, in subsequent Newsletters.