Investment Objective
The fund aims to provide equity market exposure while targeting lower volatility than the global equity market, with the objective of delivering similar long-term returns. The core portfolio consists of a globally diversified equity portfolio that is aligned with environmental, social, and governance (ESG) sustainability criteria. To achieve its investment objectives, the fund employs a dynamic, rules-based risk management strategy. This approach flexibly adjusts the fund's equity market exposure in response to current market conditions. As a result, the fund may be positioned to be market-like, market-neutral, or market-opposing in order to smooth returns.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.3 | 0.4 | 0.8 | 0.7 | 1.0 | 0.6 | 0.8 | 0.4 | 0.7 | 0.5 | 0.2 | 1.0 | 0.9 | |
| 2024 | 0.8 | 0.3 | 0.1 | 0.7 | 1.0 | 0.9 | 1.0 | 0.1 | 0.5 | 0.8 | 0.7 | 0.8 | 0.9 |
