The index is intended to capture the performance of U.S. companies that exhibit consistent and moderate revenue growth but do not trade at excessive valuations. The Advisor attempts to invest all, or substantially all, of its assets in the common stocks that make up the index. Under normal circumstances, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of issuers that are principally traded in the United States.

Asset class

Equity

Issuer

SRH

Domicile

US

Inception date

Oct 5, 2022

ISIN

US2103221030