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Large Cap EquitiesSelection of large cap US equities, aligned with total market trends and and featuring strong momentum history
Large Cap Equities
  • 44.9%
  • 25
Technology Large cap equities with medium / high risk exposure - as compared to the overall stock market
Technology
  • 246.5%
  • 50
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
  • 54.5%
  • 25
ServicesA selection with low to medium risk exposure - as measured by performance and volatility of its constituents over 12 months
Services
  • 3.0%
  • 50
MidCap US EquitiesSelection of mid cap US equities, aligned with total market trends and featuring strong momentum history
MidCap US Equities
  • 74.3%
  • 25
  • 1
Average Performance/VolatilityBroadly in line with Total Market beta (0.7<asset betas<1.0)
Average Performance/Volatility
  • 6.2%
  • 20
UtilitiesA portfolio with low risk exposure and above average dividend yield
Utilities
  • 24.0%
  • 31
High Yielding US equitiesSelection of strong dividend-yielding US equities, highlighting sector rotation
High Yielding US equities
  • 47.1%
  • 6
Small Cap US EquitiesSelection of small cap US equities, aligned with total market trends and featuring strong momentum history
Small Cap US Equities
  • 112.9%
  • 25
FinanceLarge cap equities > $5bn, with average risk exposure - aligned with the overall stock market
Finance
  • 53.7%
  • 9
High Beta & Momentum Strategies ETFsAligning factors with dominant market trends
High Beta & Momentum Strategies ETFs
  • 38.8%
  • 13
Low Volatility Large Cap EquitiesSelection of below average risk US equities, aligned with total market trends
Low Volatility Large Cap Equities
  • 31.4%
  • 23