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Beta

MidCap US EquitiesSelection of mid cap US equities, aligned with total market trends and featuring strong momentum history
MidCap US Equities
  • 44.1%
  • 25
  • 1
Seeking Weak Correlation with the U.S. Market IndexVery low beta and strong performance for a defensive investment strategy
Seeking Weak Correlation with the U.S. Market Index
  • 64.9%
  • 25
High Yielding US equitiesSelection of strong dividend-yielding US equities, highlighting sector rotation
High Yielding US equities
  • 26.1%
  • 17
Small Cap US EquitiesSelection of small cap US equities, aligned with total market trends and featuring strong momentum history
Small Cap US Equities
  • 62.7%
  • 25
Low Volatility Large Cap EquitiesSelection of below average risk US equities, aligned with total market trends
Low Volatility Large Cap Equities
  • 23.2%
  • 25
Large Cap EquitiesSelection of large cap US equities, aligned with total market trends and and featuring strong momentum history
Large Cap Equities
  • 32.6%
  • 25
FinanceLarge cap equities > $5bn, with average risk exposure - aligned with the overall stock market
Finance
  • 35.0%
  • 18
High Beta & Momentum Strategies ETFsAligning factors with dominant market trends
High Beta & Momentum Strategies ETFs
  • 20.2%
  • 13
UtilitiesA portfolio with low risk exposure and above average dividend yield
Utilities
  • 17.5%
  • 15
Technology Large cap equities with medium / high risk exposure - as compared to the overall stock market
Technology
  • 57.0%
  • 43
Average Performance/VolatilityBroadly in line with Total Market beta (0.7<asset betas<1.0)
Average Performance/Volatility
  • -1.0%
  • 16
ServicesA selection with low to medium risk exposure - as measured by performance and volatility of its constituents over 12 months
Services
  • -8.1%
  • 21