Index

Master Select Strategy

Index Strategy

The Large Cap Master Select Index uses replicas technology to create an index of 50 stock positions. Replicas technology gives us the ability to view fund managers underlying stocks positions.


Most fund managers will have a few holdings that they really value with the majority of the holdings in their fund selected purely for diversification purposes.

Large Cap Masters Select tracks 5 US Large Cap growth and 5 US Large Cap Value managers that have the longest continuous history of earning five star ratings from Morning Star with substantial assets under management. All holdings in the index must be traded on recognised exchanges with sufficient daily liquidity. All underlying equities must be a component part of the S&P 500. The index is rebalanced up to 26 times per year.

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Master Select Cautious

Index Strategy

The Index seeks to build a complete investment strategy suitable for an investor with a cautious outlook. The Index contains a blend of fixed interest securities and large cap equity with a ratio of 50/50. The large cap equity exposure of the fund is provided by the Master Select Large Cap Equity strategy.


This is a basket of equities that are selected using Replicas Technology. Replicas Technology allows us to monitor the top equity holdings of some of the world’s best performing fund managers. The Master Select Strategy contains the top fifty holdings from ten fund managers that are consistently rated by Morning Star with a five-star rating.

The Master Select Strategy has outperformed the Morningstar Conservative Allocation by 5.80% over the past two years. All equities contained within the index must be traded on a recognised exchange with sufficient daily liquidity and must also be a component of the Standard and Poor’s 500 index of US equities. The Fixed Interest component of the index is derived from a basket of index tracking Exchange Traded Funds with exposure to US Government and Corporate bonds. In addition, the index may also have exposure to emerging market fixed interest securities.

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Master Select Balanced Cautious

Index Strategy

The Index seeks to build a complete investment strategy suitable for an investor with a balanced cautious outlook. The Index contains a blend of fixed interest securities and large cap equity with a ratio of 40/60. The large cap equity exposure of the fund is provided by the Master Select Large Cap Equity strategy. This is a basket of equities that are selected using Replicas Technology.


Replicas Technology allows us to monitor the top equity holdings of some of the world’s best performing fund managers. The Master Select Strategy contains the top fifty holdings from ten fund managers that are consistently rated by Morning Star with a five-star rating. The Master Select Strategy has outperformed the Morningstar Moderate Allocation by 4.93% over the past two years. All equities contained within the index must be traded on a recognised exchange with sufficient daily liquidity and must also be a component of the Standard and Poor’s 500 index of US equities.

The Fixed Interest component of the index is derived from a basket of index tracking Exchange Traded Funds with exposure to US Government and Corporate bonds. In addition, the index may also have exposure to emerging market fixed interest securities.

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Master Select Balanced

Index Strategy

The Index seeks to build a complete investment strategy suitable for an investor with a balanced outlook. The Index contains a blend of fixed interest securities and large cap equity with a ratio of 30/70. The large cap equity exposure of the fund is provided by the Master Select Large Cap Equity strategy.


This is a basket of equities that are selected using Replicas Technology. Replicas Technology allows us to monitor the top equity holdings of some of the world’s best performing fund managers. The Master Select Strategy contains the top fifty holdings from ten fund managers that are consistently rated by Morning Star with a five-star rating.

The Master Select Strategy has outperformed the Morningstar Moderate Allocation by 6.51% over the past two years. All equities contained within the index must be traded on a recognised exchange with sufficient daily liquidity and must also be a component of the Standard and Poor’s 500 index of US equities.

The Fixed Interest component of the index is derived from a basket of index tracking Exchange Traded Funds with exposure to US Government and Corporate bonds. In addition, the index may also have exposure to emerging market fixed interest securities.

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Master Select Balanced Aggressive

Index Strategy

The Index seeks to build a complete investment strategy suitable for an investor with a balanced aggressive outlook. The Index contains a blend of fixed interest securities and large cap equity with a ratio of 20/80. The large cap equity exposure of the fund is provided by the Master Select Large Cap Equity strategy.


This is a basket of equities that are selected using Replicas Technology. Replicas Technology allows us to monitor the top equity holdings of some of the world’s best performing fund managers. The Master Select Strategy contains the top fifty holdings from ten fund managers that are consistently rated by Morning Star with a five-star rating. The Master Select Strategy has outperformed the Morningstar Moderate Allocation by 8.09% over the past two years.

All equities contained within the index must be traded on a recognised exchange with sufficient daily liquidity and must also be a component of the Standard and Poor’s 500 index of US equities. The Fixed Interest component of the index is derived from a basket of index tracking Exchange Traded Funds with exposure to US Government and Corporate bonds. In addition, the index may alsohave exposure to emerging market fixed interest securities.

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Master Select Aggressive

Index Strategy

The Index seeks to build a complete investment strategy suitable for an investor with an aggressive outlook. The Index contains a blend of fixed interest securities and large cap equity with a ratio of 10/90. The large cap equity exposure of the fund is provided by the Master Select Large Cap Equity strategy.


This is a basket of equities that are selected using Replicas Technology. Replicas Technology allows us to monitor the top equity holdings of some of the world’s best performing fund managers.

The Master Select Strategy contains the top fifty holdings from ten fund managers that are consistently rated by Morning Star with a five-star rating. The Master Select Strategy has outperformed the Morningstar Aggressive Allocation by 12.36% over the past two years. All equities contained within the index must be traded on a recognised exchange with sufficient daily liquidity and must also be a component of the Standard and Poor’s 500 index of US equities.

The Fixed Interest component of the index is derived from a basket of index tracking Exchange Traded Funds with exposure to US Government and Corporate bonds. In addition, the index may also have exposure to emerging market fixed interest securities.

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UK Income Portfolio

Index Strategy

The index seeks to generate sustained long term returns through investment in a number of different large cap equity holdings on the UK’s FTSE 100 index. The index aims to outperform the long term returns of the FTSE All share Index with a substantially lower level of volatility. The index does this primarily by focusing on dividend income and selecting companies with long track records of dividend payments. In addition the index focuses on companies that are in lower risk defensive equity sectors such as pharmaceuticals and utilities. All securities held within the index must be tradable on the London Stock Exchange and listed on the FTSE 100 index.


Stocks on the index are primarily selected for their dividend performance with an average of two thirds of returns being generated by dividend payments over the past decade. With the real possibility of interest rates remaining close to zero for a significant period of time, it is our expectation that capital markets will look to dividend paying stocks to enhance yields. Over time this should have the effect of substantially increasing the share prices of firms with long track records of making consistent dividend payments.

The index is primarily designed to be used to generate the equity core of an investment portfolio of an investor with a balanced attitude to risk. In addition it also generates a substantial level of income paid by the underlying stocks with a 10 year average annual dividend of 4.76%.

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UK Equity Income Aggressive

Index Strategy

The UK Dividend Equity Income Portfolio is a blended portfolio. The portfolio incorporates a range of well-established FTSE 100 companies that have a strong track record of paying dividends. The majority of the equity holdings are in traditional industries such as utilities and insurance. To produce a diversified portfolio the dividend equities are blended with a basket of fixed interest exchange traded funds to produce five risk adjusted portfolios ranging from cautious to aggressive.


All equity holdings selected in the portfolio will be traded on the London Stock Exchange and will have a track record of no less than 5 years on the FTSE 100 Index. All equity components will be evenly weighted and the index will be rebalanced on a quarterly basis.

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UK Equity Income Balanced Aggressive

Index Strategy

The UK Dividend Equity Income Portfolio is a blended portfolio. The portfolio incorporates a range of well-established FTSE 100 companies that have a strong track record of paying dividends. The majority of the equity holdings are in traditional industries such as utilities and insurance. To produce a diversified portfolio the dividend equities are blended with a basket of fixed interest exchange traded funds to produce five risk adjusted portfolios ranging from cautious to aggressive.


All equity holdings selected in the portfolio will be traded on the London Stock Exchange and will have a track record of no less than 5 years on the FTSE 100 Index. All equity components will be evenly weighted and the index will be rebalanced on a quarterly basis.

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UK Equity Income Balanced Cautious

Index Strategy

The UK Dividend Equity Income Portfolio is a blended portfolio. The portfolio incorporates a range of well-established FTSE 100 companies that have a strong track record of paying dividends. The majority of the equity holdings are in traditional industries such as utilities and insurance. To produce a diversified portfolio the dividend equities are blended with a basket of fixed interest exchange traded funds to produce five risk adjusted portfolios ranging from cautious to aggressive.


All equity holdings selected in the portfolio will be traded on the London Stock Exchange and will have a track record of no less than 5 years on the FTSE 100 Index. All equity components will be evenly weighted and the index will be rebalanced on a quarterly basis.

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UK Equity Income Balanced

Index Strategy

The UK Dividend Equity Income Portfolio is a blended portfolio. The portfolio incorporates a range of well-established FTSE 100 companies that have a strong track record of paying dividends. The majority of the equity holdings are in traditional industries such as utilities and insurance. To produce a diversified portfolio the dividend equities are blended with a basket of fixed interest exchange traded funds to produce five risk adjusted portfolios ranging from cautious to aggressive.


All equity holdings selected in the portfolio will be traded on the London Stock Exchange and will have a track record of no less than 5 years on the FTSE 100 Index. All equity components will be evenly weighted and the index will be rebalanced on a quarterly basis.

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UK Equity Income Cautious

Index Strategy

The UK Dividend Equity Income Portfolio is a blended portfolio. The portfolio incorporates a range of well-established FTSE 100 companies that have a strong track record of paying dividends. The majority of the equity holdings are in traditional industries such as utilities and insurance. To produce a diversified portfolio the dividend equities are blended with a basket of fixed interest exchange traded funds to produce five risk adjusted portfolios ranging from cautious to aggressive.


All equity holdings selected in the portfolio will be traded on the London Stock Exchange and will have a track record of no less than 5 years on the FTSE 100 Index. All equity components will be evenly weighted and the index will be rebalanced on a quarterly basis.

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UK Top 15 Index

Index Strategy

The UK top 15 index buys the equity holdings of the top 15 funds rated in Morning Star’s UK Large Cap Blend Equity category each month. The index takes the highest performers from the previous month as rated by total performance then purchases them in the subsequent month. By using this strategy the index has been able to outperform the FTSE 100 by 25.79% over the past 5 years in back testing. The index has generated a total return of 36.47% over 5 years.


To catch out any one off performances by fund managers the index only selects funds that have a long track record of outperformance. All funds analysed for the index must have a minimum 4 star rating from Morning Star with a minimum asset value of £100 million and a track record of no less than 3 years. By effectively purchasing the top 15 performing investment funds each month we can generate a well-diversified UK equity portfolio in a single investment. In addition by selecting the funds with the best recent performance we can capture returns from managers that are in their ascendance rather than those resting on their laurels from previous years. As UK Top 15 is a quantitative strategy it can be back tested to analyse its past performance. When looking at the historic performance of the index there is a tendency for the investments selected to become more aggressive in rising markets and more defensive in falling markets. This type of investment is known as a smart beta approach and it is captured by the natural process on the index in moving between the best performing managers each month.

By buying the underlying holdings of the best performing managers rather than the direct investment funds we can reduce the fees associated with the strategy and minimise the time we spend out of the market.

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Fintech Index

Index Strategy

Financial Technology or Fintech is one of the fastest growing areas of the technology sector. Our Fintech Index purchases evenly weighted holdings up to 50 companies that are the largest securitised company’s in the world, receiving more than 50% of their revenue from Fintech.


Over the past three years the Fintech sector has outpaced both the financial sector and the broader tech sector with developments such as block chain and big data set to revolutionise the financial world over the next ten years and we see a bright future for the sector.

The Index is primarily composed of North American and European equity holdings and will be rebalanced on an annual basis to reflect changes in the size of the underlying

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