Risk factors
This is a financial promotion for the RQI Investors Quantitative Value Strategy. This information is for professional clients only in the UK and EEA and elsewhere where lawful. Investing involves certain risks including:
- The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested.
- Emerging market risk: Emerging markets tend to be more sensitive to economic and political conditions than developed markets. Other factors include greater liquidity risk, restrictions on investment or transfer of assets, failed/delayed settlement and difficulties valuing securities.
- Currency risk: the Strategy invests in assets which are denominated in other currencies; changes in exchange rates will affect the value of the Fund and could create losses. Currency control decisions made by governments could affect the value of the Strategy’s investments and could cause the Fund to defer or suspend redemptions of its shares.
For details of the firms issuing this information and any strategies referred to, please see Terms and Conditions and Important Information.
For a full description of the terms of investment and the risks please see the Prospectus and Key Investor Information Document for each Fund.
If you are in any doubt as to the suitability of our funds for your investment needs, please seek investment advice.
RQI Investors’ quantitative value strategies have a long history of outperformance versus peers and value indices.
Our disciplined, highly active, and repeatable value investing process provides investors with a benchmark unaware, diversified equity portfolio that is cost competitive versus fundamental active stock pickers.
An important part of our value approach is reducing exposure to value traps and companies that may be cheap for a good reason. ESG signals and carbon reduction are also part of the strategy.
How are our Quantitative Value portfolios constructed?
Why invest with us?
RQI Investors is a global active quantitative equity manager with a track record of over 15 years across Australian, Global and Emerging Markets equities with strong performance versus value peers and indices.
Our value approach provides investors with a diversified equity portfolio that is contrarian by nature.
We are a highly active but cost competitive option to stock pickers.
As much as possible we take the emotion out of investing by applying investment rigor that integrates economic insights and data science to construct benchmark unaware and value-tilted portfolios.
An important part of our value approach is reducing exposure to value traps whilst incorporating ESG signals and carbon reduction.
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