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Can you get US exposure without feeling too exposed?
US Structured Research Equity
US equities continue to dominate global stock markets, providing access to many of the world’s leading companies. But investors worried about relying on the market’s continued strength may want to consider a strategy that aims to blend the best of active and passive investing.
Three reasons to consider this strategy
Core exposure:
An actively managed portfolio designed to provide clients with broad exposure to the core segment of the US equity market.
Lower tracking error:
A straight-forward and transparent portfolio construction and risk management
overlay helps maintain benchmark-like volatility and risk characteristics.
Analyst-driven:
Utilises an analyst-driven approach that seeks to consistently add value via fundamental stock selection across market environments.
US Structured Research Equity
An actively managed, analyst-driven portfolio of 200-275 stocks reflecting the team’s view of the most attractive risk-adjusted opportunities across the US equity market.
Download our fund materials
General Portfolio Risks. Capital risk – the value of your investment will vary and is not guaranteed. It will be affected by changes in the exchange rate between the base currency of the portfolio and the currency in which you subscribed, if different. Equity risk – in general, equities involve higher risks than bonds or money market instruments. Geographic concentration risk – to the extent that a portfolio invests a large portion of its assets in a particular geographic area, its performance will be more strongly affected by events within that area. Hedging risk – a portfolio's attempts to reduce or eliminate certain risks through hedging may not work as intended. Investment portfolio risk – investing in portfolios involves certain risks an investor would not face if investing in markets directly. Management risk – the investment manager or its designees may at times find their obligations to a portfolio to be in conflict with their obligations to other investment portfolios they manage (although in such cases, all portfolios will be dealt with equitably). Operational risk – operational failures could lead to disruptions of portfolio operations or financial losses.
Sign up for further US Equities insights including:
- What investors can learn from past election cycles
- What the future holds for US equity investors
- Could 2024 prove to be a turning point for US small caps?
Eric L. Veiel, CFA®
Head of Global Investments and CIO
Introduction to US Structured Research Equity
Hear from Alexa Gagliardi, Portfolio Manager, on the strategy approach, and how the fund offers a core, active allocation to US equities harnessing the best ideas of our analyst team.
You might be interested in
US Large Cap Growth Equity
“Shoot-the-lights-out” stocks with explosive earnings growth rates may capture the markets’ attention, but they are rarely long term winners. Identifying companies that have the potential for durable high growth demands research that goes beyond the day-to-day headlines.
US Smaller Companies Equity
The US small and mid-cap universe represents a diverse mix of businesses – from established industry leaders to new and innovative “micro-caps” – whose strengths often remain underappreciated, or even unknown, by the broader investment community.
US All Cap Opportunities Equity
Maximising your opportunity set across styles and market caps is one thing. Being able to evaluate and form a view on a much broader universe is another. It requires an incredible depth of talent, experience, knowledge and insight to fully exploit the flexibility that an all-cap approach can offer.
US Equities
US Equities: Expert analysis. Better decisions.
Our success in US Equities is driven by 87 years of expert analysis. We’re constantly asking the right questions to the right people, to make better investment decisions.
US Election
US Election 2024
Our team of experts assess the key policies and the potential impacts on the economy, financial markets and investment portfolios.
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