OPPORTUNITY FUND
EXECUTIVE SUMMARY Q3 2021
How Did We Fare?
For the third quarter of 2021, the fund posted a return of 1.3%. From a private equity standpoint WE4C, Addepar and Fuel VC were the main contributors to the positive return over the quarter.
Performance Analysis
As at 30th September 2021
* Since Inception Returns as of the 31st of July 2016.
| Trailing Returns (Net) |
3-month |
1-yr | 3-yr | Since Inception * |
| Portfolio |
1.30% |
8.33% | 6.63% | 8.64% |
|
Barclays 7-10 Year Treasury |
-0.36% | 21.28% | 8.39% | 7.48% |