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Factsheet December 2023

Happy New Year! And what a year it has been (or is that always the case?). We hope you had a wonderful holiday season with what you wanted and needed.


The final Apple Tree Fund tally for 2023 is in our factsheet for December:


  • +0.5% - Net return for the month

  • +11.8% - Net return 2023 FY

  • +11.8% - Last Twelve Months (LTM)

  • EUR 16.2m - Assets under Management (AuM)

  • Risk category 2 (low risk, EU standards)


Take a look at the factsheet down here or download the PDF.


Want to view previous factsheets, visit our archive.

Factsheet Apple Tree Fund

Source: Apple Tree Capital Partners



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