equity : diversified benchmark indices
The Diversified Benchmark range of indices enhances diversification for benchmark oriented investors.
The Diversified Benchmark indices combine strong tracking error reduction with a beta target.
This unleveraged and fully invested portfolio maximizes diversification while staying close to the benchmark (two percent tracking error), and with the same level of equity exposure – i.e. a beta of one. Under TOBAM’s market efficiency hypothesis, this portfolio should deliver a better Sharpe ratio than its reference index, for a limited active risk.
Source: TOBAM The information provided relates to past performance. Past performance is not a reliable indicator of future results and should not be the sole factor of consideration when selecting a product or strategy. Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested where applicable. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. The sub-funds mentioned in the website are either part of Most Diversified Portfolio SICAV, an open-ended Luxembourg-based investment company (Société d’Investissement à Capital Variable), validly formed and existing in accordance with the laws of Luxembourg and which is registered with the CSSF (Commission de Surveillance du Secteur Financier), or part of an AMF declared FCP (fonds commun de placement). TOBAM is the global distributor and the manager of the SICAV. The sub-funds may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. In particular, they are not eligible for sale in the US. The sub-funds presented on this site may only be subscribed in the jurisdictions in which their marketing and distribution are authorized. TOBAM advises all interested parties to check in advance whether they are legally entitled to subscribe to the sub-funds presented on the website. The reader of this message is requested to ensure that he/she is legally authorized to consult this site from the country from which the connection has been established. Any investment in Most Diversified Portfolio SICAV should be made on the basis of the current legal documents (prospectus, KIID and reports). Past performance is not a guarantee of future performance and may fluctuate over time. For details of the investment risks, see the current KIID and prospectus in its entirety. All investors should seek the advice of their legal and/or tax counsel or their financial advisor prior to any investment decision in order to determine its suitability. The value and income produced by an investment may be adversely affected by exchange rates, interest rates, or other factors so that an investor may get back less than he or she invested. If a product is income producing, part of the capital invested may be used to pay that income. All the information contained herein may not be reproduced in any form without the express permission of TOBAM and to the extent that it is passed on, care must be taken to ensure that any reproduction is in a form which accurately reflects the information presented here. Whilst TOBAM believes that the information is correct at the date of production, no warranty or representation is given to this effect and no responsibility can be accepted by TOBAM to the recipient of this document or end users for any action taken on the basis of the information contained herein. No reliance may be placed for any purpose on the information and opinions contained in this document or their accuracy or completeness. Opinions expressed herein reflect the opinion of TOBAM and are subject to change without notice. This website is not a transactional site. This website is for information purposes only and does not constitute a recommendation, solicitation, offer, advice or invitation to purchase or sell any sub-funds or to enter in any transaction and should in no case be interpreted as such, nor shall it or the fact of its distribution form the basis of, or be relied on in connection with, any contract for the same.