Fund Family Overview
From H&W's collaboration with Lipper emerged five distinct indices which together encompass virtually the entire risk/reward spectrum - from Very Conservative to Aggressive Growth - for long-term investors.
H&W has an exclusive arrangement with Lipper to run open end mutual funds in North America that track these indices and has initially launched three mutual funds, namely:
SmartGrowth Lipper Optimal Conservative Index Fund
SmartGrowth Lipper Optimal Moderate Index Fund
SmartGrowth Lipper Optimal Growth Index Fund
The SmartGrowth® Mutual Funds have been designed to address the diverse objectives, time horizons and risk profiles of investors looking for diversified growth within qualified and non-qualified accounts.
|
|
The Fund's investment objective is to track the performance of the Lipper Optimal Conservative Index. The Conservative Index is a target risk benchmark consisting of a select group of ETFs, rebalanced quarterly, designed to maximize returns given a low degree of volatility. |
|
|
The Fund's investment objective is to track the performance of the Lipper Optimal Growth Index. The Growth Index is a target risk benchmark consisting of a select group of ETFs, rebalanced quarterly, designed to maximize returns given a high degree of volatility. |
|
|
The Fund's investment objective is to track the performance of the Lipper Optimal Moderate Index. The Moderate Index is a target risk benchmark consisting of a select group of ETFs, rebalanced quarterly, designed to maximize returns given a moderate degree of volatility. |
