AtlasTrend’s funds achieved very strong performance during the month of May, increasing by between +2.7% to +7.2%.
Big Data Big Fund led the way with +7.2% performance for the month.
For the last 3 months, AtlasTrend’s funds are up between +3.7% and +8.6%
This information does not take into account your personal objectives, financial situation or needs. You should consider if the relevant investment is appropriate having regard to your own objectives, financial situation and needs. Investment returns are not guaranteed. Past performance is not an indicator of future performance.
Since inception, our 4 Trend Funds have continued to outperform the MSCI World Daily Net Total Return Index in AUD terms from between +2.2% and +6.0%. For May, all our Trend Funds performed strongly ranging from +2.7% to +7.2%.
Both the Splurging Baby Boomers Fund and the Big Data Big Fund had particularly strong performances from their underlying stocks (in local currency terms) with performance supplemented by the weakened AUD versus other major currencies. The Online Shopping Spree Fund and the Healthy Lifestyle Fund performances were largely driven by a weakened AUD, similar to the case of MSCI World Daily Net Total Return Index in AUD terms.
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