The global funds have shown strong returns over the month of December, and returns over the one year period to end December 2023 have been excellent.
The Dollar based returns range from 12.05% for the Cautious fund to 17.85% for the Moderate Aggressive, for the 2023 calendar year.
The global funds are tracker funds and reflect the recovery of markets over this period.
The emphasis on these funds is global diversification with low fund fees.
The one year returns show significant outperformance against benchmarks, which are based on US interest rates plus 3% to 5%, depending on the funds risk category.
The two and three year returns are still below expectations, and this is reflective of world market performances over these durations.
The five year returns are all back to above benchmark returns, which shows the benefit of staying the course with your investments over periods of market volatility.
We are hoping for continued recovery of world markets and this should bode well for the Aven Global Tracker Funds.
Should you wish to diversify into a low cost, globally diversified tracker fund, these are an ideal choice.
Please let us know if you would like any additional information on these funds, including how to access them
Find the fact sheets under "Our Funds" - Offshore