Select Capital Appreciation US
The Select Capital Appreciation US Strategy targets investments in high-quality, large-cap domestic US stocks. The universe consists only of stocks in the S&P 500 Index. The portfolio typically holds 10-20 stocks, with no position greater than 10% or lower than 4% at the time of investment.
Select Dividend US 30
The Select Dividend US 30 Strategy targets investments in dividend generating domestic US stocks.The investment approach optimizes for minimum volatility and the universe consists only of stocks in the STOXX USA Select Dividend 30 Index. The portfolio holds 30 stocks, with no position greater than 7% or lower than 1% at the time of investment, and it is rebalanced quarterly.