Lower cost, active, and provides clients with core exposure to US large cap equities.
US Structured Research Equity is actively managed and seeks to add value via stock selection with benchmark-like volatility and characteristics.
It offers clients a core, low cost allocation to US equities benchmarked to the S&P 500 Net 30% Withholding Tax.
Our analyst-driven approach is designed to add value through the fundamental stock selection skills of the equity research team.
Lower cost, active, and provides clients with core exposure to US large cap equities.
Draws on fundamental stock selection skills of c. 30 participating analysts from our 150+ strong US team.
Rules-based approach limits active risk and isolates the stock-picking strengths of our analyst team.
A core, low cost allocation to US Equities based on fundamental stock selection skills of our analysts combined with disciplined rules-based portfolio construction oversight.
Risks - The following risks are materially relevant to the fund: ESG and sustainability, Market, Small/ mid cap risk.
Past performance is not a reliable indicator of future performance.
15 December 2023
S&P 500 Net 30% Withholding Tax
Alexa Gagliardi
Introductory webinar
Join Portfolio Manager, Alexa Gagliardi, to find out more about US Structured Research, including current positioning and performance. There will be an opportunity to put forward your questions.
Date: 29th February
Time: 2pm
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