The full SmartBlend strategy in one document

What is in the document

1. 01

   Investment philosophy

   How we think about equity selection and what separates our approach from a typical growth mutual fund.

2. 02

   Portfolio construction

   The large-cap / mid-cap split, sector allocation, position sizing framework and rebalancing methodology.

3. 03

   Indicative performance

   Rolling 1Y, 3Y and 5Y returns versus benchmark. Full methodology and all relevant disclaimers.

4. 04

   Fee structure

   Fixed management fee and performance fee structure, with an all-in cost analysis.