| Report Date | |
| Manager | |
| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months (pa) | |
| Annualised Since Inception | |
| Inception Date | |
| FUM (millions) | |
| Fund Overview | The investment strategy of The Laureola Investment Fund is dynamic and flexible, designed to take advantage of the frequent but temporary pricing anomalies of an asset class that is not yet fully understood by the majority of participants. Laureola Advisors applies 'best practices' common in the management of traditional assets, particularly the use of independent, in-house, proprietary research. |
| Manager Comments | The Fund's returns in November were helped by the maturity of a small policy and a resale at a price higher than the NAV value - again confirming the conservative valuation. Laureola noted the Fund's flat return for the month illustrates that the Fund is being managed and value properly, and that the manager has resisted the temptation to boost valuations artificially. Laureola are confident the Fund can achieve 8% - 12% annually as the portfolio is well diversified with 187 policies, several of which are expected to mature in the coming months. |
| More Information |
