Eastspring Investments - Global Low Volatility Equity Fund - A

For investors who seek for total returns in line with global equity markets, via acombination of capital growth and income, but with lower volatility

Fund objective

Add to watchlist
This Fund aims to generate total returns in line with global equity markets, via a combination of capital growth and income, but with lower volatility. The Fund will invest primarily in equities and equity-related securities of companies, which are listed, or to be listed, on any global stock Read more..

  • USD 13.475
    NAV as of 02 Feb 2023
  • $0.00
    Daily $ Change
  • 0.02 %
    Daily % Change
  • Morningstar rating

Fund performance

 

Fund facts

  • Asset classEquity
  • ClassA
  • Subscription methodCash
  • Inception date27 Mar 2017
  • ISIN codeLU1585245621
  • Base currencyUSD
  • Benchmark indexMSCI ACWI Minimum Volatility Index
  • Bloomberg ticker ESGLVAU LX
  • Initial sales chargeMax 5%
  • Minimum initial investmentUSD 1,000+
  • Annual management fees1.0%
  • Minimum subsequent investmentUSD 100
  • Morningstar rating *

Footnote:  + Subject to Distributor's terms and conditions.
*Rating should not be taken as a recommendation. © Morningstar. All rights reserved.

in insights

Know more
equity
Quantitative

Are low volatility stocks still defensive?

Nov 2020 | Ben Dunn, CFA

Investors shunned traditional low volatility stocks in favour of stay-at-home stocks ...

equity
Quantitative

The low volatility anomaly: Examining the evidence

Jan 2019 | Ben Dunn, CFA

Traditional finance theory suggests that investors need to take higher risks to ...

equity
Quantitative

Smart Beta versus Active Quant Management – Accountability Matters

Nov 2018

Smart Beta strategies are increasingly becoming mainstream investments. By ...

equity
Quantitative

Low volatility strategies: Back in the limelight

May 2018 | Ben Dunn, CFA

Volatility has made a comeback. Given still healthy market fundamentals, low ...