Mutual Funds & ETFs

The strategy adds a lower volatility objective to a developed market universe outside the United States and Canada. This can alter sector and country weights from those of a broad regional benchmark. The resulting holdings remain equities whose values depend onEarningsand market expectations. A …

A small cap mandate accesses a different group of developed market businesses from large andMid capEquityportfolios. These companies can have more focused operations, different customer bases and less flexible funding. Their country and sector mix determines the practical shape of the international allocation. A …

The value mandate narrows an international developed market universe using valuation characteristics. Companies can trade at lower valuations for different reasons, including uncertainEarningsor difficult industry conditions. Country allocation and sector weights influence how that selection translates into economic exposure. A pronounced financial sector position, …

The mandate focuses on emerging AsianEquitymarkets rather than the full Asian region. It combines multiple economies whose listed industries, currencies and policy settings differ. A strong technology component can connect the portfolio to sharedSupplychains and global product demand. RegionalDiversificationtherefore needs to be assessed alongside …

A broad emerging market mandate includes companies across different economies, but the portfolio does not allocate equally to every country or sector. The largest eligible markets and businesses can exert substantial influence. Technology and financial exposures can also connect companies across borders through sharedDemandor …

The strategy applies a lower volatility objective to emerging market stocks. That can produce country and industry exposures different from a broad emerging market allocation. Portfolio risk depends on relationships among holdings as well as the behaviour of individual shares, and those relationships can …

The corporate emphasis puts company balance sheets at the centre of this emerging market allocation. Borrowers may operate across different economies, but a shared sensitivity to financing conditions can still connect their bonds. US dollar denomination describes the contractual currency of the debt. It …