Fact Sheets

Environmental, Social and Governance (E.S.G.) principles are considered during our portfolio construction.

 

 

Global/World/Emerging Markets/EAFE

 

Institutional Equity Segregated Portfolio Strategy Fact Sheets

Institutional-Emerging Markets Equity

Institutional-Europe, Australasia and Far East (EAFE) Equity

Institutional-Global-All Country World Equity

Institutional-Global-All Country World excluding Europe

Institutional-Global-All Country World excluding Japan

Institutional-Global-All Country World excluding United States of America

Institutional-Global Growth Equity

Institutional-World Developed Markets Equity

 

Europe

 

Institutional Equity Segregated Portfolio Strategy Fact Sheet

Institutional-European Equity

 

Japan

 

Institutional Equity Segregated Portfolio Strategy Fact Sheet

Institutional-Japanese Equity

 

South Africa

 

Institutional Equity Segregated Portfolio Strategy Fact Sheet

Institutional-South African Equity (Gross of fees.)

 

Institutional Regulation 28 Segregated Portfolio Strategy Fact Sheets

South African Balanced Conservative (Gross of fees.)

South African Balanced (Gross of fees.)

South African Balanced Growth (Gross of fees.)

 

Retail Equity Segregated Portfolio Strategy Fact Sheets

South African Concentrated Equity

South African General Equity

 

United Kingdom

 

Institutional Equity Segregated Portfolio Strategy Fact Sheet

Institutional-United Kingdom Large Equity

 

Institutional and Retail Equity Segregated Portfolio Strategy Fact Sheet

United Kingdom Low Volatility Equity

United States of America

 

Institutional Equity Segregated Portfolio Strategy Fact Sheets

Institutional-United States Large Equity 100

Institutional-United States Large Equity 200

 

Institutional and Retail Equity Segregated Portfolio Strategy Fact Sheets

United States of America Top 20 Low Volatility Equity

United States Dow Jones Industrial Low Volatility Equity

United States N.A.S.D.A.Q. Low Volatility Equity

United States S&P 100 Low Volatility Equity