GREAT Select Leaders Balanced Portfolio
Targeted exposure to selected S&P 500 companies through an optimized risk-return allocation framework
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Select Leaders Balanced 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 Select Leaders Balanced Portfolio provides equity exposure to selected leading companies across sectors. Constructed using a rules-based methodology, constituents are selected to maintain balanced exposure across sectors and market leaders.
Investment Objective
The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to selected leading companies across sectors within a balanced allocation framework, 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 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 curated set of leading publicly listed companies across sectors. It focuses on maintaining a balanced allocation across selected market leaders through a rules-based approach.
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