| CBOE Exchange | United States Country |
The provided company appears to be an investment fund that focuses on the small-cap equity market. By investing at least 80% of its net assets, along with any borrowed funds intended for investment purposes, in equity securities of small-cap companies, the fund adheres to a specific investment policy known as the "80% Policy". The fund primarily targets companies that fall within the market capitalization range included in the MSCI World Small Cap Index. This index is commonly used as a benchmark for the global small-cap equity market, suggesting that the company aims to capitalize on the growth potential of small-cap companies around the world. The investment strategy suggests an active approach to portfolio management, aiming to select small-cap companies that offer potential for significant growth and investment returns.
This service involves allocating the fund's assets into equity securities of small-cap companies, defined by their market capitalizations fitting within the range of those included in the MSCI World Small Cap Index. This strategy is designed to explore the growth potential of smaller companies on a global scale, potentially offering higher returns to investors willing to accept the corresponding level of risk associated with small-cap investments.
This is more a strict investment guideline than a standalone service. It ensures that at least 80% of the fund's net assets, plus any additional funds borrowed for investment purposes, are consistently invested in the equity securities of small-cap companies. This policy underpins the fund's commitment to its investment focus, mandating a significant concentration in small-cap equities as a means to achieve its stated objectives.