Global Low Beta Equity

Inception date Benchmark Total strategy assets Product literature
October 31, 2012 MSCI World Index (ND)
MSCI World Minimum Volatility Index (ND)
$159.0M (As of September 2019) Strategy profile (PDF)
  • Highlights
  • Performance


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 composite disclosures for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.