The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund’s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the Systematic Market Beta Strategy (“SMB”) and the Classic Asset Allocation Revisited Strategy (“CAAR”). SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary risk-management techniques.

資産クラス

Asset allocation

運用会社

The Brinsmere Funds

設定国

US

設定日

2024年1月16日

ISIN

US26922B5194