Global Low Beta Equity

Inception date Benchmark Total strategy assets Product literature
October 31, 2012 MSCI World Index (ND) $138.5M (As of August 2017) Strategy profile (PDF)
  • Highlights
  • Performance

Objective**

The strategy seeks a total return comparable to MSCI World Index, but with lower volatility, over a full market cycle.

Product highlights

· Focus on pursuing strong risk-adjusted performance by  implementing an active sector-neutral, region-neutral, and size-controlled process for low-beta stock selection

· A continuation of the Global Asset Allocation team's pursuit of superior risk-adjusted returns

· A veteran management team that has been managing equity portfolios since 2005

· A composite track record starting in 2012

Investment team

Assets may include accounts that are not reflected in the composite.

**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the product profile for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.