GREAT Broad Market Growth Portfolio
Targeted exposure to diversified global equities through a structured long-term market participation framework
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Broad Market Growth Portfolio
Portfolio Asset Allocation as of Nov 02, 2026
Portfolio Asset Allocation
as of Nov 02, 2026
- Equities100.00%
- Fixed income0.00%
- Cash0.00%
- Derivatives0.00%
- Commodities0.00%
Portfolio Details
The GREAT Broad Market Growth Portfolio provides equity exposure to publicly listed companies across the U.S. equity market with a growth-oriented focus. Constructed using a rules-based methodology, constituents are selected based on growth characteristics, offering systematic exposure aligned with long-term market expansion.
Investment Objective
The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies across the U.S. equity market with a growth-oriented allocation, while managing concentration, liquidity, and structural risks inherent to equity investing.
Important Information & Disclosures
This information is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. The portfolio is constructed using a passive, rules-based methodology and does not seek to outperform any benchmark. Investments are subject to market risk, including the possible loss of principal. Past performance, if shown, is not indicative of future results. Regulatory treatment, investor protections, and taxation may vary by jurisdiction. Investors should consider the portfolio’s objectives, methodology, and risks carefully before investing.
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Portfolio Documents
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| Portfolio | 1Y (CAGR) |
|---|---|
| GREAT Broad Market Enhanced Portfolio | 205.88% |
| GREAT Performance Efficiency Portfolio | 50.29% |
| GREAT Performance Leaders Portfolio | 137.56% |
| GREAT S&P 500 Optimal Allocation Portfolio | 69.00% |
Frequently Asked Questions
The portfolio has exposure to publicly listed companies across the U.S. equity market with a focus on growth-oriented businesses. It targets companies with strong expansion potential across sectors through a rules-based allocation approach.
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