Saturday, 11 January 2025

Fund Update Dec 2024

 Year-to-date Fund Update

For Full Year 2024 closing, Shalom Fund return a performance of 6.64% while STI return a performance of 16.89%. Shalom fund underperforms STI by 10.25% for 2024

Comment for 2024

2024 is one of the two years that Shalom fund has underperformed the STI since inception in 2018. Since inception in 2018, Shalom fund has delivered total return of 66.4% while STI delivered a total return of 11.3% 







Fund update Nov 2024

Year-to-date Fund Update

For year-to-date performance till Nov 2024, Shalom Fund return a YTD performance of 9.99% while STI return a YTD performance of 15.4%. Shalom fund underperforms STI by 5.41% YTD

Monthly performance

For Nov 2024, Shalom Fund monthly return is -3.82% while STI monthly return is 5.07%. Shalom fund underperform STI by 8.89% for Nov 24






Fund update Oct 2024

  Year-to-date Fund Update

For year-to-date performance till Oct 2024, Shalom Fund return a YTD performance of 14.35% while STI return a YTD performance of 9.83%. Shalom fund outperforms STI by 4.52% YTD

Monthly performance

For Oct 2024, Shalom Fund monthly return is -6.15% while STI monthly return is -0.74%. Shalom fund underperform STI by 5.41% for Oct 24