A value-tilted portfolio that invests globally and seeks to balance growth potential vs valuations.
Exposure to large and stable names globally – high quality and reasonably priced stocks from both developed and emerging markets
We follow a rigorous and scientifically proven stock selection approach, prioritizing strong Value, Quality, Safety, Payout and Sentiment characteristics. 13,000 stocks are scored daily across 30 factors to drive objective decision making.
The portfolio is regularly rebalanced to these factors. The regional allocation is generally in line with global markets, but sector allocation may deviate due to bias toward Value and Quality characteristics.
Global diversification helps managed domestic biases and a robust quantitative scoring process allows lesser-known but still excellent businesses to be included. The portfolio consists of our highest conviction value-tilted stock picks in the US, Europe and Asia.
|Asset Class||Weight (%)|
|1. Medtronic PLC||2.49%|
|2. Home Depot Inc/The||2.48%|
|3. NextEra Energy Inc||2.47%|
|4. Gilead Sciences Inc||2.44%|
|5. Roche Holding AG||2.33%|
|6. LVMH Moet Hennessy Louis Vuitton SE||2.29%|
|7. Kimberly-Clark Corp||2.28%|
|8. SoftBank Corp||2.28%|
|9. Dell Technologies Inc||2.27%|
|10. Intel Corp||2.25%|