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The fund aims to achieve a total return, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the S&P 500 3% Capped Index, the Fund’s benchmark index.
The fund aims to achieve a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Top 20 Select 35/20 Capped Index, the Fund’s benchmark index (Index).
The Share class seeks to track the performance of an index composed of selected large cap U.S. companies that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market which also hedges USD currency in the index back to EUR on an ongoing basis.
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