Most Diversified Portfolio SICAV- TOBAM Anti-Benchmark Global Equity Fund A

The fund aims to be exposed to global equities by applying a quantitative and systematic investment process to optimize diversification relative to the benchmark indicator, with the goal of improving asset allocation results, Sharpe ratio, and reducing volatility.

Under normal market conditions, at least 90% of the fund's assets are exposed to Euro-zone equity markets, including small, mid, and large-cap markets. The fund may also invest in mono-underlying Contracts for Differences (CFDs), Real Estate Investment Trusts (REIT), and shares or units of Undertakings for Collective Investment in Transferable Securities (UCITS) for diversification purposes.

Investors should be aware that the fund may use derivative instruments to hedge and/or expose the portfolio to equity risk and/or hedge currency risk. Additionally, the fund reserves the option to invest up to 100% of its assets in CFDs, which are futures contracts settled through cash payments rather than physical delivery of financial instruments. The recommended minimum investment horizon is more than five years, and the minimum initial subscription per shareholder is ten shares.

https://www.tobam.fr/equity/anti-benchmark/