GREAT Classic Portfolio
Targeted exposure to established market leaders through a balanced and diversified portfolio allocation approach
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Classic Portfolio
Portfolio Asset Allocation as of Nov 02, 2026
Portfolio Asset Allocation
as of Nov 02, 2026
- Equities83.10%
- Fixed income16.90%
- Cash0.00%
- Derivatives0.00%
- Commodities0.00%
Portfolio Details
The GREAT Classic Portfolio provides diversified exposure across global equity markets. Constructed using a rules-based methodology, constituents are selected to represent broad market participation, offering systematic exposure aligned with long-term market growth.
Investment Objective
The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure across global equity markets through a broad-based allocation framework, while managing concentration, liquidity, and structural risks inherent to diversified 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 Broad Market Growth Portfolio | 78.72% |
| GREAT Performance Efficiency Portfolio | 50.29% |
| GREAT Performance Leaders Portfolio | 137.56% |
Frequently Asked Questions
The portfolio has exposure to a broad set of publicly listed companies across global equity markets. It focuses on providing diversified market participation across sectors and regions through a structured, rules-based approach.
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