Fact Sheets

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

 

Institutional-European Equity

 

Japan

 

Institutional-Japanese Equity

 

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