| LFIF | Fund Inception Date | NAV/Share | Risk Level | Q4 2024 Return | 2024 Return | 2023 Return |
|---|---|---|---|---|---|---|
| Leno Financial International Equity Fund | July 2007 | $0.9689 | High | -1.97% | +4.62% | +11.11% |
The Leno International Equity Fund (the “Fund”) is a core equity portfolio with active allocation across international markets in pursuit of long-term capital appreciation. The Fund provides high-risk/return opportunities and is susceptible to market volatility. The Fund is ideal for individual and institutional investors willing to accept the associated uncertainty of international markets for the possibility of higher returns.
The Fund will pursue long-term capital appreciation using international diversification and active allocations to help mitigate volatility. The strategy combines high-conviction active management with the diversification of low-cost investments. Non Bahamian securities may include marketable equities, exchange-traded funds, mutual funds, cash, and cash instruments.
The Leno International Equity Fund is a core equity portfolio with active allocation across international markets in pursuit of long-term capital appreciation. The Fund provides high-risk/return opportunities and is susceptible to market volatility. The Fund is ideal for individual and institutional investors willing to accept the associated uncertainty of international markets.
8%-12%
| Investment Manager | Analysis Period | ||||
|---|---|---|---|---|---|
| Leno Asset Management Ltd. | October 1, 2024 – December 31, 2024 | ||||
| Benchmark | |||||
| MSCI ACWI Index Net USD | |||||
| Performance | Qtr-4 | YTD | 1 YR | 3 YR | Since Inception |
| Fund | -1.97% | +4.62% | +4.62% | - | +6.43% |
| Benchmark | -0.79% | +16.81% | +16.81% | - | +15.86% |
| +/- Benchmark | -1.18% | -12.19% | -12.19% | - | -9.43% |
