[private]Three funds added to the OpenList
Equity Global Thematic
The GS Global Millennials Equity Portfolio Fund
The fund is suited for investors seeking exposure to the secular “Millennial” growth theme. Compared to peers, this strategy displays better risk management and portfolio construction, resulting in more resilient pattern of performance since inception (lower drawdowns and better asymmetry of returns). The fund is best used as a complement to a more traditional core equity global allocation.
Equity Global Emerging Markets
The Artemis Global Emerging Markets Fund
The fund can be regarded as a core offering for an allocation into Emerging Markets equities. Since launch in 2015, the fund has performed well in very different market environments and outperformed every calendar year despite large moves in the market. The fund exhibits a contrarian positioning and low overlap compared to quality growth strategies
Equity Russia
Very distinctive strategy compared to ETFs, benchmark-aware funds or best peers given its bias towards small and mid-caps and domestic-related stocks. Concentrated portfolio with high active share that can lead to superior drawdowns. It must be considered for investors with a high tolerance to risk, able to withstand periods of short-term volatility inherent to the Russian equity markets.
One fund is taken out from the OpenList
Equity Switzerland
The Unigestion Swiss Equities Fund
No change to our current “selected” status for this fund, which remains in the WSP Master List, available for our customers accessing this list.
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