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Borderless Equities
Home
Strategy & Benefits
Benchmark
Portfolio
Performance
Fees
Distributions
Investment & Eligibility
Risks
Management & Oversight
Launch
Contact
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Portfolio Snapshot

A Globally Diversified Investment Approach

The fund holds approximately 4,500 to 5,000 securities across regions and industries:


• Leading U.S. companies across technology, healthcare, finance, and consumer sectors

• Global industry giants from North America, Europe, and Asia

• Broad coverage of U.S. markets, from start-ups to mid and large-cap firms

• Technology innovators shaping the digital economy

• Global healthcare leaders, including biotechnology, pharmaceuticals, and medical devices

• Sustainability-focused firms with strong ESG performance

• Developed international markets (excluding Australia) to reduce home bias


This allocation ensures diversified exposure to both developed economies and future-focused

sectors while integrating sustainability considerations.

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