The Fund's objective is to provide consistent long-term capital appreciation with an attractive riskadjusted rate of return over a full market cycle. The investment strategy of the Fund is to utilize a proprietary multi-layered investment process based on modern portfolio construction techniques to determine its allocation, utilizing a comprehensive set of traditional and alternative assets classes, factor risk premia strategies and alpha processes. A discretionary hedge layer is available to tactically enhance the Fund’s return.
The PFMS ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.