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Defensive Equity

31 Dec

Posted at 13:25h in Defensive Equity by

SmartALPHA® Defensive Value Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio will typically display strong free cash flow generation, lower debt leverage and lower valuation multiples as compared to the benchmark and peers. The portfolio is managed to mirror the underlying SmartALPHA® Defensive Value Index. Portfolio is driven by a rules-based process with quarterly reconstitution and annual rebalancing to maintain the portfolio’s focused fundamental profile.

31 Dec

Posted at 13:24h in Defensive Equity by

SmartALPHA® Defensive Growth Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio will typically display strong earnings and revenue momentum and good cash flow generation. The portfolio is managed to mirror the underlying SmartALPHA® Defensive Growth Index. Portfolio is driven by a rules-based process with quarterly rebalancing to maintain the portfolio’s focused fundamental profile.

31 Dec

Posted at 13:23h in Defensive Equity by

SmartALPHA® Defensive Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio is managed to track an equal-weighted blend of the SmartALPHA® Defensive Growth and Value Indexes with the goal of further factor and style diversification. The indexes are constructed with a rules-based process with quarterly reconstitution and annual rebalancing to maintain the focused fundamental profile.