Market | U.S. and Eurozone |
No. of Holdings | 15 to 25 stocks |
Main Sectors | Technology, Luxury, Utilities, Consumer Staples |
Inception | January 1, 2016 |
Annual Return, net of fees | 15.6% |
Sharpe Ratio | 0.76 |
Market | U.S. and Emerging Market |
No. of Holdings | 15-20 |
Main Sectors | Short-Term Bonds, Private Credit, Real Estate, Utilities |
Inception | July 1, 2024 |
Annual Return, net of fees | n.a |
Sharpe Ratio | n.a |