Description

The fund's primary objective is to achieve capital appreciation. Under typical market circumstances, it allocates a minimum of 80% of its portfolio to U.S. stock investments. The strategy involves replicating the gross total return of the TOBAM Anti-Benchmark® US Core Equity Index. This proprietary, systematically managed index was crafted by the fund's sub-advisor, TOBAM S.A.S., specifically to offer a more broadly diversified selection of U.S. equities compared to standard market-capitalization-weighted benchmarks.