Strategy Overview
Investment Approach
Systematic investment process that focuses on identifying mid-to large cap firms with strong growth potential through a concentrated portfolio of 35 stocks. The team works on identifying stocks with growth characteristics that exhibit low systematic risk. The strategy focuses on low beta stocks and, those with greater residual risk, will be over weighted to better capture this, benchmark constrained overlooked, area of the market. This active, benchmark agnostic, process is built to maximize risk adjusted returns.
Key Characteristics
- Systematic, transparent and robust portfolio construction process geared towards extracting mid-to large cap stocks with strong growth potential
- Maximized risk adjusted returns with a benchmark agnostic approach
- Low systematic risk
- Target stocks overlooked by the market because of tracking error restrictions (benchmark constraints)
Disclaimer
Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.
Self-Certification
The information provided in this website is reserved for professional and institutional investors only, not all investments are offered or registered in all jurisdictions and that the information provided is not an offer to invest and is not intended to be viewed in the United States or by US Persons.
By clicking “I accept” you:
- are a professional client as defined by the Financial Conduct Authority in the United Kingdom (COBS 3.5) who is legally able to receive this information in their local jurisdiction.
- are not a US Person (including being a US citizen or resident, or company incorporated under US law).
- acknowledge and agree to the terms of our Privacy Policy.
I hereby certify the above, and acknowledge that I have read, understood and accept the aforementioned conditions.