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Bespoke funds managed by a top-end professional investment team





Vanguard Small-Cap Value Index Fund



The Lombard Select ETF aims to choose ETFs that will outperform the bench mark indices on a long term basis.. Constant Capital, who are the fund managers, have selected a number of ETFs that will deliver that performance and are managed by well-established and reputable ETF managers. The fund managers continually analyse the economic developments so that they can identify regional and global trends. Their mandate is to seek out investment opportunities across all markets. The performance of the ETFs is continuously monitored to ensure they deliver the promised returns.

 

The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Minimum initial investment
$10,000
Minimum investment after initial
$10,000
Annual fee
2%
Performance fee
0%
Minimum investment period
1 Year
Early redemption penalty
5%
Redemption period
30 Days
Introducers fee
0%