After consulting with adviser partners over the past year, the 8AM team is pleased to announce the launch of 8AM AQ Global.
This range, consisting of three portfolios, operates using the same AQ fund monitoring technology and overarching principles as our existing portfolios. The difference is in the base allocations used within the equity sectors. The new portfolios will be MSCI All Companies World Index (ACWI) market cap weighted, as opposed to the strategic allocations based on efficient frontiers and suggested allocations from risk profilers in our existing 8AM AQ Classic range.
We would highlight that whilst these portfolios will obviously closely mirror the geographic market cap weight of the MSCI ACWI, the portfolios will not automatically ape the market cap spread of the underlying sectors – active equity cap, style and factor management remain key to our investment principles.
The new portfolios operate at three defined levels of equity exposure; 60%, 80% and 100% and are therefore called:
We had a great chat with the team at FTAdviser who did a brief rundown with Ash Weston on the launch of the new range:
Under the hood of 8AM’s new market-cap portfolios – FTAdviser
Further details can be found on the Factsheets & Brochures page.
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