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Beta

Small Cap US Equities

Selection of small cap US equities, aligned with total market trends and featuring strong momentum history

Small Cap US Equities

66.5%
25

A selection with low to medium risk exposure - as measured by performance and volatility of its constituents over 12 months

Services

-0.6%
24

High Yielding US equities

Selection of strong dividend-yielding US equities, highlighting sector rotation

High Yielding US equities

38.8%
18

High Beta & Momentum Strategies ETFs

Aligning factors with dominant market trends

High Beta & Momentum Strategies ETFs

12.1%
13

Large Cap Equities

Selection of large cap US equities, aligned with total market trends and and featuring strong momentum history

Large Cap Equities

32.9%
25

Average Performance/Volatility

Broadly in line with Total Market beta (0.7<asset betas<1.0)

Average Performance/Volatility

14.0%
25

A portfolio with low risk exposure and above average dividend yield

Utilities

24.4%
9

MidCap US Equities

Selection of mid cap US equities, aligned with total market trends and featuring strong momentum history

MidCap US Equities

53.6%
25
1

Seeking Weak Correlation with the U.S. Market Index

Very low beta and strong performance for a defensive investment strategy

Seeking Weak Correlation with the U.S. Market Index

87.5%
25

Low Volatility Large Cap Equities

Selection of below average risk US equities, aligned with total market trends

Low Volatility Large Cap Equities

32.2%
25

Large cap equities with medium / high risk exposure - as compared to the overall stock market

Technology

48.4%
42

Large cap equities > $5bn, with average risk exposure - aligned with the overall stock market

Finance

38.0%
12

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