||22/06/16 to 22/06/17
||22/06/17 to 22/06/18
||22/06/18 to 22/06/19
||22/06/19 to 22/06/20
||22/06/20 to 22/06/21
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
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
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.