The Portfolio's investment objective is long term capital growth while maintaining equity market exposure close to zero. In seeking to achieve the Portfolio's objective the Investment Manager seeks to identify equity securities that it believes have fundamentally lower volatility and less downside risks in the future. The Investment Manager seeks to reduce the market risk of the Portfolio through the use of financial derivative instruments in order to construct a portfolio that is less sensitive to market fluctuations by reducing the equity market exposure, or beta, of the overall Portfolio to zero or close to zero.
Fees and Expenses
Fund's portfolio distribution among the different geographical areas.
|United States of America||57,87%|
Fund's investments distribution.
|Microsoft Corp Ord||4,52%|
|Alphabet Inc Class C Ord||2,90%|
|Autozone Inc Ord||2,83%|
|Novo Nordisk A/s Ord||2,56%|
|Equinor Asa Ord||2,52%|
|Roche Holding Ag||2,45%|
|Apple Inc Ord||2,45%|
|Broadcom Inc Ord||2,12%|
|Merck & Co Inc Ord||2,10%|
|Unitedhealth Group Inc Ord||2,01%|
Fund's possitions distribution by the sdctor they belong to.
|Not Classified - Non Equity||0,67%|