F&C Global Equity Market Neutral Fund
The case for investing in ‘styles’ - stocks grouped by particular characteristics - is well-known. Research shows certain groupings of stocks can generate positive long-term returns.
Historically ‘smart beta’ systematic strategies have focused on a single factor such as low volatility, value or size. Today we recognise the limitations of single factor strategies and the potential benefits of multi-factor investing.
Our ‘true styles’ approach recognises that styles are not independent of each other. We seek to combine a number of styles in an intelligent way. Our aim is to generate consistent returns with limited stock specific risk and limited exposure to undesired systematic factors.
Aiming to deliver attractive absolute returns with style
The Fund aims to offer the benefits of multiple style factors in a single portfolio. Investing both long and short in global equities, it aims to deliver a positive absolute return on an annualised basis over a three-year period regardless of market conditions*.
Our experienced systematic strategies team has developed and refined its ‘true styles’ approach since 2003 and implement it across a range of products.