| Date | 30-Apr-19 |
| Shalom fund (inclusive of inflow/outflow) | $487,772 |
| YTD Fund inflow | $0 |
| YTD Fund outflow | $0 |
| Shalom fund YTD return (%) | -4.85% |
| STI YTD return (%) | 10.64% |
| Fund performance vs STI Index | Underperform STI by 15.49% |
Shalom fund vs STI YTD performance

Fund ownership (%)

Summary
Shalom fund return a YTD performance of -4.85% while the benchmark STI index YTD return is 10.64%. Shalom fund underperform STI Index by 15.49% YTD. The underperformance of Shalom fund is partly due to weakness in precious metal price.
Breakdown of the fund
75% on Index trading
25% on precious metal trading
No comments:
Post a Comment