Description

This fund employs an active management approach. To achieve its investment goals, the manager deploys a proprietary quantitative framework. This framework analyzes a global pool of potential investments, which includes large-, mid-, and small-capitalization stocks from both developed and emerging markets. This diverse pool broadly represents various companies, market segments, and industrial groupings, currently consisting of all equity securities found within the FTSE Global All Cap Index. The quantitative tool assesses each security based on characteristics designed to gauge its susceptibility to factors influencing volatility, such as its industry sector, market liquidity, company scale, valuation metrics, and growth potential. Importantly, the model also considers the interplay among these factors and their collective effect on the portfolio's overall volatility profile. Ultimately, investment decisions are derived directly from the model's recommendations.