Indicative performance data for all Equion Group funds. NAV figures updated monthly. All returns are net of management fees.
| Fund | Strategy | YTD | 1 Year | 3 Year | Benchmark | Alpha | Sharpe |
|---|---|---|---|---|---|---|---|
| Traditional Asset Allocation Fund | Conservative 60/40 | +4.2% | +6.8% | +18.4% | 60/40 | +1.1% | |
| Alt. Debt & Distressed | High Yield Credit | +7.9% | +14.2% | +31.7% | HY Index | +3.4% | |
| Alternative Strategy Fund | Absolute Return | +5.6% | +9.3% | +22.1% | MSCI World | +1.8% | |
| SkyTier Fund | UHNW Multi-Strategy | +11.2% | +19.7% | N/A | Custom | +4.8% |
This document is provided for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities. Past performance is not indicative of future results. All figures are indicative and net of management fees. Fund returns are calculated on a NAV-to-NAV basis. The SkyTier Fund is available to qualified investors by invitation only. Equion Group is regulated by the Cayman Islands Monetary Authority (CIMA). For full terms and conditions, please contact info@equion-group.com.