||14/10/14 to 14/10/15
||14/10/15 to 14/10/16
||14/10/16 to 14/10/17
||14/10/17 to 14/10/18
||14/10/18 to 14/10/19
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
View fund chart
Our view on this fund
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
DUNN WMA Institutional UCITS Fund is a 100% systematic strategy based upon trend-following techniques and empirical evidence which shows that trends once established, have a tendency to last longer than markets anticipate. This medium to long-term trend following program, encompasses a portfolio of financial, energy, metal and agricultural futures markets and exploits price trends across a broad range of sectors, including: agriculturals, stock indices, US and non-US interest rates, currencies, energies, VIX and metals. Exposure gained through structured financial instruments, stock indices, currencies, FDI's and direct exposure through bonds. The investment objective is to extract profits from up & down-trends, resulting in a return stream that exhibits very low correlation with traditional asset classes.The objective is to achieve capital appreciation and generate return for investorsover a 5 year period.