US ESG is benchmarked against SPX.

INSTRUMENT NAME
SYMBOL
%
Gap Inc/The
GPS:XNYS
5.47%
Intl Flvr & Frag
IFF:XNYS
5.47%
Edwards Lifesciences Corp
EW:XNYS
5.47%
Newmont Mining
NEM:XNYS
5.47%
WW Grainger Inc
GWW:XNYS
5.47%
S&P Global Inc
SPGI:XNYS
5.47%
Cisco Systems Inc
CSCO:XNAS
5.47%
Prologis Inc
PLD:XNYS
5.47%
Salesforce.com Inc
CRM:XNYS
5.47%
Xylem Inc
XYL:XNYS
5.47%
Johnson & Johnson
JNJ:XNYS
5.47%
Microsoft Corp
MSFT:XNAS
5.47%
Royal Caribbean Cruises Ltd
RCL:XNYS
5.47%
Home Depot Inc
HD:XNYS
5.47%
International Business Machines Corp
IBM:XNYS
5.47%
Accenture PLC
ACN:XNYS
5.47%
HP Inc
HPQ:XNYS
5.47%
Intel Corp
INTC:XNAS
5.47%
USDCash
USDCASH
1.54%
Quarterly

How often is your Portfolio rebalanced?

Portfolio rebalancing is an activity whereby your consituents are either sold or bought to ensure that it conforms to the allocation defined in the model portfolio suggested by our Investment team. Active rebalances are done when there is a change in the model portfolio due to market conditions & assumptions changing. Passive rebalances are done when your portfolio has deviated from the model portfolio & we reset it back to the model portfolio.

What is the fees you will be charged?

The fees that you pay is the Assets Under Management fees of 0.5% - 0.8%, based on the market value of your portfolio. We waive custodian fee but charge brokerage fee of 0.18% when creating, rebalancing and exiting portfolios. You will still be liable for exchange and regulator related charges are passed on to you as incurred.