Description

The SA U.S. Value Fund aims to achieve its investment objective by primarily allocating capital to a diversified portfolio of publicly traded equity securities. These investments focus on large and mid-sized U.S. companies, listed on American exchanges approved by its Sub-Adviser, Dimensional Fund Advisors LP. The Sub-Adviser specifically targets companies it deems to be "value" stocks at the time of acquisition. To maintain its focus, a minimum of 80% of the fund's net assets will be invested in U.S. securities. The fund also has the flexibility to lend its portfolio holdings to generate supplementary income.