QiM Global Value Alpha UCITS ETF
The QiM Global Value Alpha UCITS ETF seeks long-term growth of capital and income in excess of the MSCI World Index by investing in a diversified portfolio of listed global equity securities. The strategy employs QiM’s active systematic process to identify securities which are undervalued relative to their fair value.
The strategy seeks to generate excess returns through disciplined exposure to value, while managing the risks and unintended biases commonly associated with traditional value investing. Rather than relying on a static rules-based approach, QiM combines proprietary research, quantitative risk modelling and portfolio optimisation to identify and efficiently implement value opportunities across global equity markets.
Portfolio construction is designed to maximise the effectiveness of stock selection while controlling unintended exposures and maintaining diversification. Portfolio managers oversee implementation, challenge model outputs where appropriate and maintain responsibility for portfolio construction and risk oversight.
The result is an actively managed portfolio that seeks to capture the value premium through an integrated process that combines systematic research, disciplined portfolio construction and comprehensive risk management.
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To determine if this Fund is an appropriate investment for you, carefully consider the fund’s investment objective, risks, and charges and expenses. This and other information can be found in the fund’s prospectus, and if available, the summary prospectus, which can be obtained through the link above. Please read the prospectus carefully prior to investing.
Investing involves risk, including possible loss of principal. There is no guarantee the Fund will achieve its investment objective.
Quantitative Investment Management (QiM) is a team within SIMC.
The Fund may trade securities actively, which could increase its transaction costs (thereby lowering its performance) and could increase the amount of taxes you owe by generating short-term gains, which may be taxed at a higher rate.
SEI Investments Management Corporation (SIMC) is the adviser to the Fund, which is distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company (SEI).
Narrowly focused investments and smaller companies typically exhibit higher volatility. REIT investments are subject to changes in economic conditions, credit risk and interest rate fluctuations.
The market price returns are based on the official closing price of an ETF share or, if the official price isn’t available, the midpoint between the national best offer (“NBBO”) as of the time the ETF calculates current NAV per share, and do not represent the returns you would receive if you traded at other times. NAVs are calculated using prices as of 4:00pm Eastern Time.
Definition of the 30-day median bid/ask spread: The median percentage by which the Fund’s price exceeds it bid price over the last 30 days.
Separately managed accounts (SMAs) are offered through Managed Account Solutions.
There can be no assurance that performance will be enhanced or risk will be reduced for investment strategies that seek to provide exposure to certain quantitative factors. Exposure to such investment factors may detract from performance in certain market environments, in some cases for extended periods. In such circumstances, an investment strategy may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.
While the investment strategies are actively managed, the strategies’ investment process is expected to be heavily dependent on quantitative models, and the models may not perform as intended.