OPPORTUNITY FUND
EXECUTIVE SUMMARY Q2 2021
How Did We Fare?
For the second quarter of 2021, the fund posted a return of 1.42%. From a private equity standpoint, Giftgram, Fuel VC and Addepar were the main contributors to the positive return over the quarter.
Performance Analysis
As at 30 June 2021
* Since Inception Returns as of the 31st of July 2016.
Trailing Returns (Net) | 3-month | 1-Yr | 3-Yr | Since Inception * |
Portfolio | 1.42% | 10.66% | 8.23% | 8.81% |
Benchmark** | 3.73% | 27.44% | 8.71% | 7.94% |
**Benchmark is the HFRI Fund Weighted Deposit Fund Index