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Passive funds are only as good as the indices they track. Index selection is a major contributing factor to strong investment performance.
We select indices with the greatest transparency and liquidity that capture the best possible representation of the market
We take a pragmatic approach to managing index funds with two equally important objectives: close tracking and increasing risk-adjusted returns
Our tracking methodology and management approach focus on adding value; we aim for returns that closely track the index, while remaining within target tracking tolerances.
Our teams have a clear focus on managing risk at the start of the portfolio construction process and on a daily basis thereafter
We minimise explicit and implicit transaction costs to mirror index returns as closely as possible
Portfolios are implemented using physical replication and optimisation
Intelligent and efficient handling of index changes, corporate actions and dividend enhancement
The large scale and the diversity of our index strategies allow us to deal at competitive prices and minimise costs for our clients
Our index-based strategies cover global, regional and country indices using multiple vehicles such as ETFs, pooled funds, segregated mandates
Cost-efficient index replication
Efficient exposure to a broad range of traditional market-cap indices
Transparent end-to-end process focused on minimising implementation costs
Disciplined risk-controlled investment approach
Physical replication or optimised
Intelligent implementation of index changes, corporate actions and dividend enhancement
Global, regional and single country indices
Multiple vehicles: ETFs, pooled funds, segregated mandates
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate.