Equities

Global Index Fund

Broad, disciplined exposure to global stock markets — the growth engine institutions have relied on for decades, sized for a mid-size account.

Target Return
7.2%/yr

Risk Level

Moderate

Minimum Investment

$10,000

Benchmark

MSCI World Index

Strategy overview

The Global Index Fund tracks a diversified basket of developed and emerging market equities, weighted the way institutional equity desks weight core holdings — broad, low-turnover, and cost-disciplined.

It's the fund most clients hold as a core position: designed to capture long-run market growth without requiring you to pick individual stocks or time the market.

Built for the account in between

A basic retail index fund gives you one slice of the market with no active oversight. An institutional equity mandate gives you active management, but starts at a minimum most individuals will never reach. This fund gives you the active oversight — rebalancing, currency hedging where appropriate, tilt adjustments — at a $10,000 entry point.

Portfolio allocation

US Equities55%

International Developed Markets30%

Emerging Markets15%

Fund Facts

Minimum investment$10,000

Management fee0.25% flat

Performance feeNone

Lock-up periodNone

RebalancingQuarterly

CustodianSIPC insured

Who this fund fits

Investors building a long-term core position who want equity market growth without managing individual holdings themselves.

Fund-specific questions

How is this different from a plain index ETF?+

A standard index ETF is unmanaged — it tracks an index exactly and never adjusts. This fund is actively rebalanced and adjusted for currency and regional risk, the way an institutional mandate would be run.

Is this fund diversified globally?+

Yes. Allocation spans US, international developed, and emerging markets to reduce single-region risk.

How often is it rebalanced?+

Quarterly, or sooner if allocations drift materially from target.