Passive Investing

Efficient benchmark replication

Technology and proprietary software are used to maintain tight thresholds which help ensure our funds mirror the make-up of the Index as closely as is practical.

Fixed Income

We believe that stratified sampling is the most effective technique to build portfolios that match the key characteristics of their benchmarks and deliver index-like returns.

Key Features

  • Diversified fixed income exposure
  • Broad and deep index representation
  • Effective trading strategies across all portfolios

Equity

We seek to replicate the Index by investing in all constituent stocks of the Index at, or close to, benchmark weight. Where constraints exist, stratified sampling and/or optimization may be used in addition to full replication.

Key Features

  • Diversified equity exposure
  • Disciplined risk management process ensuring stringent adherence to guidelines
  • Low cost solution
  • Minimized tracking error
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