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101 of stock are bought. The stock is ranked 8 based on the best performing YTD returns of the s&p-500 index from start of the year until 3.11.2020 which is in line with our momentum strategy. 101 stocks are bought so that the target weight of 2.5% (+-1%) would be achieved in the portfolio.
50 stocks in Information Technology sector with the lowest ESG Sustainalytics risk scores. Equal weighing. Long position. Historical growth within the sector has been high within the last 10 years and demand is forecasted to increase. Firms having a good ESG Sustainalytics have been found to outperform those that do not. Rank:31. ESG Risk rating: Low.
Long position. The fund seeks to passively track the investment performance of the 30 largest holdings in the MSCI US Investable Market Information Technology 25/50 Index. The weights are adjusted to market share. Intial weight about 1,3%.
The 25 biggest U.S Technology companies strategy, passive buy and hold investment strategy | Long position | Weighted by the market cap (exposure to one company limited to 20%) | Rank 25| Portfolio is rebalanced on a quarterly basis.