The Fund aims to provide capital growth over the long term by using a mathematical portfolio management process to construct an investment portfolio from a universe of equities and equity related securities within the Fund’s benchmark index.
The Fund invests at least 80% of its assets in shares (equities) and equity-related securities of companies, which at the time of purchase are at least equal in size to a company included in the S&P 500 Index, in any industry, in the United States.
ABOUT THIS FUND
- A core, systematic US Large Cap fund that aims to deliver above-market returns, net of fees, with controlled risk
- Designed to be a core element of a portfolio, the fund makes use of volatility, which can be a unique and diversifying source of excess returns, that is ever-present, repeatable, and sustainable
- A differentiated approach in a crowded asset class and a diversifying addition to a multi-manager portfolio