Global Equity Market Neutral

Strategy Overview

Investment approach

An active, quantitatively driven investment process that invests with conviction across a concentrated portfolio of global securities selected across three to eight developed countries. The team works on delivering stable absolute performance by identifying systematic dislocations across several quantitative equity risk metrics. The strategy exploits the persistent valuation anomaly in developed equity markets induced by the growth of passive funds and low-tracking error strategies. The portfolio is built to maximize opportunities across all market environments while maintaining a constant risk budget.

Key Characteristics

  • True market neutral portfolio with low systematic risk and low correlation to equity markets
  • Strong performance in both down and up equity markets
  • Effective downside protection in down markets
  • Quantitative and robust portfolio construction process
  • Daily monitoring, liquidity, risk management and P&L management


Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.