Fund Description & Strategy
The Unum Alpha Growth is a multi-factor equity only portfolio comprising of single stocks. ETF’s as well as diversified sector and country specific constituents. The portfolio seeks to achieve above market average growth through a combination of sector and factor (value. momentum. size. yield. low volatility. and quality) diversification. The portfolio consistently uses an active management approach combining fundamental and in-depth technical analysis to take advantage of economic and market movements to identify opportunities with upside potential at an acceptable level of risk for the investor.
This investment is suitable for investors who seek:
Benchmark: MSCI All Country World Index
Bundle Fee: 1%
|Benchmark||MSCI All Country World Index|
|Minimum Time Horizon||5 Years|
|Last 3 Months||-4.54%|
|Last 6 Months||-8.53%|
|Last 12 Months||N/A|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||0%|
|3 Year Volatility||0%|
Here is a list of companies/ETFs that make up this bundle.