The StocksPLUS Fund offers investors exposure to the
returns of the S&P 500 Index via non-leveraged positions in
futures and swaps which are collateralised by an actively
managed portfolio of short-duration, fixed income securities.
The fixed income portfolio offers the potential for excess
returns relative to the index.
This fund aims to outperform the benchmark by generating
excess returns over the prevailing money market rate from
an actively managed bond portfolio.
The Fund Advantage
The fund offers potential excess returns over equities that
are uncorrelated with active equity managers by employing
a high quality bond portfolio.
S&P 500 (Euro Hedged) Index (Net of dividend withholding tax)
PRIMARY BENCHMARK DESCRIPTION
The S&P 500 (Euro Hedged) Index (Net of dividend withholding tax) is an unmanaged market index generally considered representative of the stock market as a whole. The Index focuses on the large-cap segment of the U.S. equities market. It is not possible to invest directly in an unmanaged index.