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Traditional Equity Strategies

GF INTERNATIONAL EQUITY

  • Benchmark: MSCI ACWI-XUS
  • Return Objective: 2-4% over benchmark
  • Relative Volatility Target: 3-4% pa
  • Minimum: $250,000
  • Fees: 1.00% on assets up to $500,000, 0.75% thereafter
  • Vehicles: Stocks, ETP’s (max 10%)
  • Maximum cash allocation: 10%
  • Shorting / Leverage: Not permitted
  • Number of Names: 50-60

GF US ALL CAP EQUITY

  • Benchmark: Russell 3000
  • Return Objective: 4-6% over benchmark
  • Relative Volatility Target: 3-4% pa
  • Minimum: $150,000
  • Fees: 1.00% on assets up to $500,000, 0.75% thereafter
  • Vehicles: Stocks, ETP’s (max 10%)
  • Maximum cash allocation: 10%
  • Shorting / Leverage: Not permitted
  • Number of Names: 30-40

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