The fund seeks to provide both excess returns and dependable exposure to the U.S. large-cap asset class through dynamic stock level portfolio rebalancing. The fund’s mathematical investment approach is highly-evolved and targets the optimal portfolio with the potential for the highest return per unit of risk, or risk-adjusted return, and results in portfolios that are diversified and style-consistent.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is for promotional purposes and does not qualify as an investment recommendation.


  • 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
Past performance is not a guide to future performance.