Institutional-Standard Equity Segregated Portfolio Strategies
Global / World / International/ Emerging Markets / E.A.F.E.
Institutional-Global Growth Equity
Institutional-Global-All Country World Equity
Institutional-Global-All Country World excluding Europe Equity
Institutional-Global-All Country World excluding Japan Equity
Institutional-Global-All Country World excluding United States of America Equity
Institutional-Developed Markets Equity
Institutional-Europe, Australasia and Far East (EAFE) Equity
Institutional-Emerging Markets Equity
Europe
Japan
South Africa
Institutional-South African Equity (Gross of fees.)
United Kingdom
Institutional-United Kingdom Large Equity
United States of America
Institutional-United States Large Equity 100
Institutional-United States Large Equity 200
Institutional-Benchmark Cognisant Equity Segregated Portfolio Strategies
Global / World / International/ Emerging Markets / E.A.F.E.
Institutional-Benchmark Cognisant-Global Growth Equity
Institutional-Global-Benchmark Cognisant-All Country World Equity
Institutional-Benchmark Cognisant-Developed Markets Equity
Institutional-Benchmark Cognisant-Europe, Australasia and Far East (EAFE) Equity
Institutional-Benchmark Cognisant-Emerging Markets Equity
Environmental, Social and Governance (E.S.G.) principles are considered during our portfolio construction in portfolio’s above, however they are not 100% E.S.G. we estimate them to be approximately 75% E.S.G. For 100% E.S.G. portfolio strategies, please see below.
Institutional-Environmental, Social and Governance (E.S.G.) Equity Segregated Portfolio Strategies
Institutional-Global-E.S.G.-All Country World Equity
Institutional-Global-E.S.G.-All Country World Equity excluding U.S.A. Equity
Institutional-E.S.G.-Developed Markets Equity
Institutional-E.S.G.-European Equity
Institutional-E.S.G.-Europe, Australasia and Far East Equity
Institutional-E.S.G.-Emerging Markets Equity
Institutional-Islamic-Shariah Compliant Equity Strategies
Institutional-Global-Islamic-Shariah Compliant-All Country World Equity
Institutional-Islamic-Shariah Compliant-Developed World Equity
Institutional-Global-Islamic-Shariah Compliant-Emerging Markets Equity
Institutional and Retail – Low Volatility/Multi-Asset (Cash/Equity) Segregated Portfolio Strategies
South Africa
South African Concentrated Equity/Cash
South African General Equity/Cash
United Kingdom
United Kingdom Low Volatility Equity/Cash
United States of America
United States DJ Low Volatility Equity/Cash