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Dashboard

Beta

Low Volatility Large Cap Equities

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

Low Volatility Large Cap Equities

31.1%
25

High Beta & Momentum Strategies ETFs

Aligning factors with dominant market trends

High Beta & Momentum Strategies ETFs

24.0%
13

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

Technology

157.2%
49

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

Finance

34.9%
34

A portfolio with low risk exposure and above average dividend yield

Utilities

18.4%
26

Average Performance/Volatility

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

Average Performance/Volatility

-0.1%
9

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

Services

-3.7%
28

MidCap US Equities

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

MidCap US Equities

95.6%
25
1

Large Cap Equities

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

Large Cap Equities

37.0%
25

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

73.6%
25

Small Cap US Equities

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

Small Cap US Equities

65.0%
25

High Yielding US equities

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

High Yielding US equities

28.6%
24

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