The advisor follows a passive approach designed to deliver a multiple of the index’s daily move rather than to outperform the index. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of founder-led companies. The index’s eligible universe includes common equity securities of U.S.-listed companies with primary listings only. It is non-diversified.
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The advisor follows a passive approach designed to deliver a multiple of the index’s daily move rather than to outperform the index. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of founder-led companies. The index’s eligible universe includes common equity securities of U.S.-listed companies with primary listings only. It is non-diversified.
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Daily adjusted close
The advisor follows a passive approach designed to deliver a multiple of the index’s daily move rather than to outperform the index. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of founder-led companies. The index’s eligible universe includes common equity securities of U.S.-listed companies with primary listings only. It is non-diversified.