Market | U.S. and Eurozone |
No. of Holdings | 15 to 25 stocks |
Main Sectors | Utilities, Technology, Luxury |
Inception | January 1, 2016 |
Annual Return, net of fees | 16.3% |
Sharpe Ratio | 0.79 |
Market | U.S. and Emerging Market |
No. of Holdings | 15-20 |
Main Sectors | Utilities, Industrials, Consumer Staples |
Inception | September 1, 2024 |
Annual Return, net of fees | n.a |
Sharpe Ratio | n.a |