Annual Report.pdf

ICAF-Annual-Report-3.31.23-FINAL.pdf
Preview of Annual Report
🔗 Source: firsttrustcapital.com
📊 Size: 1.12 MB
👤 Author: Bradley Mashburn
⬇️ Downloads: 72

Summary

The Infinity Core Alternative Fund produced a cumulative return of +5.07% for the fiscal year ended March 31, 2023, outperforming its blended benchmark index (-7.19%) and the HFRX Global Hedge Fund Index (-3.10%). The fund's portfolio is positioned to be uncorrelated to broader markets and hedged to provide downside protection in volatile environments. Allocations to underlying funds, particularly global macro strategies, contributed positively to performance, with Point72 (+13.48%) and D.E. Shaw Composite (+13.42%) being top performers. The fund's losses were limited during the regional banking crisis in March 2023 due to its diversified strategy mix.

Description

The Infinity Core Alternative Fund produced a cumulative return of +5.07% for the fiscal year ended March 31, 2023, outperforming its blended benchmark index...

Technical Information

  • File Format: PDF
  • File Size: 1.12 MB
  • Pages: 28
  • Language: EN
  • Author: Bradley Mashburn
  • Total Downloads: 72
  • Last Updated: 2 hours ago

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