About this fund

Fund objectives

  • In seeking to achieve its investment objective, the Fund aims to provide a return which, before the application of fees and expenses, is similar to the return of the Index.
  • The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Russell 2000® Index (the “Index”).
  • The Index measures the performance of the small-cap segment of the US equity universe. The Index is a subset of the Russell 3000® Index which is designed to represent approximately 98% of the investable US equity market. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership.
  • The Fund attempts to: 1. Track the performance of the Index by fully replicating the Index, so that the Fund invests in all, or substantially all, of the constituents of the Index, making the weight of such investments approximate to those of the Index, to the extent practicable. 2. Remain fully invested except in extraordinary market, political or similar conditions where the Fund may temporarily depart from this investment policy to avoid losses.

Fund facts

Share class inception
Listing date
Investment structure
Share Class Assets'
Total Assets
Risk indicator
Strategy
Asset Class
Investment method
Index ticker
Benchmark
Dividend schedule
Domicile
Legal entity
Register countries

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Performance

Risk and Volatility

-

Sorry, this information is not available yet. It will display a year after inception date.

Please note Beta and R-squared data will only display for funds with 3 full years of history.

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Portfolio data

Characteristics
FundamentalsFundBenchmarkAs at
Number of stocks 1,955 1,958 31 Jul 2026
Median market capital 3.6 B 3.6 B 31 Jul 2026
17.9 x 17.9 x 31 Jul 2026
2.1 x 2.1 x 31 Jul 2026
7.1% 7.0% 31 Jul 2026
8.9% 8.9% 31 Jul 2026
Portfolio turnover rate
Market allocation

As at 31 Jul 2026

CountryRegionFundBenchmarkVariance +/-
United States of AmericaNorth America 97.55% 97.25% 0.30%
OtherOther 0.86% 2.40% -1.54%
CanadaNorth America 0.74%
United KingdomEurope 0.28%
BrazilEmerging Markets 0.16% 0.16% 0.00%
NorwayEurope 0.15%
PanamaEmerging Markets 0.06% 0.06% 0.00%
IsraelMiddle East 0.05% 0.04% 0.01%
SingaporePacific 0.04% 0.04% 0.00%
IrelandEurope 0.04%
GreeceEurope 0.02%
ItalyEurope 0.02%
AustraliaPacific 0.01%
South AfricaEmerging Markets 0.01%
ChinaEmerging Markets 0.00%
Holdings details

As at 31 Jul 2026

Holding name% of market valueSectorRegionMarket valueShares
Hut 8 Corp 0.35924% Technology US US$21,203.11 197
Moog Inc 0.35668% Industrials US US$21,051.90 54
UMB Financial Corp 0.34814% Financials US US$20,547.93 141
Cytokinetics Inc 0.33062% Health Care US US$19,513.89 253
Viasat Inc 0.31542% Telecommunications US US$18,617.06 242
BrightSpring Health Services Inc 0.31462% Health Care US US$18,569.81 311
Glaukos Corp 0.31072% Health Care US US$18,339.20 110
CareTrust REIT Inc 0.30768% Real Estate US US$18,160.02 433
Old National Bancorp/IN 0.30060% Financials US US$17,742.24 666
Brinker International Inc 0.30052% Consumer Discretionary US US$17,737.10 83

Prices and distribution

Prices

NAV Price (USD)
US$99.90
USD
Change
+US$0.260.26%
At closure 04 Sep 2026
Market value (USD)
US$99.71
Change
-US$0.01-0.01%
At closure 04 Sep 2026
NAV 52-week high
US$102.94
At closure 05 Sep 2026
Market value 52-week high
US$102.67
At closure 05 Sep 2026
NAV 52-week low
US$97.46
At closure 05 Sep 2026
Market value 52-week low
US$97.71
At closure 05 Sep 2026
NAV 52-week difference
US$5.48
Change
+5.32%
At closure 05 Sep 2026
Market value 52-week difference
US$4.97
Change
+4.84%
At closure 05 Sep 2026
Outstanding shares
30,540
At closure 31 Aug 2026
Historical Prices

-

Inception date

07 Jul 2026

Listing date

09 Jul 2026

Date NAV (USD) Market price (USD)
04 Sep 2026 US$99.8990 US$99.7050
03 Sep 2026 US$99.6421 US$99.7150
02 Sep 2026 US$99.1308 US$98.8300
01 Sep 2026 US$98.0213 US$98.5500
31 Aug 2026 US$99.2302
28 Aug 2026 US$99.7562 US$100.6800
27 Aug 2026 US$101.1571 US$101.1700
26 Aug 2026 US$100.8753 US$100.7600
25 Aug 2026 US$101.0138 US$100.9600
24 Aug 2026 US$100.5131 US$100.7900

Distribution history

Distribution frequency

Historical performance

This fund is yet to distribute.

Purchase information

Currencies and stock exchanges

Listed currencies: USD

Base currency:USD

Exchanges: London Stock Exchange

Fund codes