Global diversification,
performance excellence

HC Verbatim Multi-Index Funds

Our Multi-Index fund range consists of four industry rated risk-managed portfolios. Together with Hymans Robertson and The Financial Times Stock Exchange (FTSE) we have designed a sophisticated factor-based investment strategy that seeks to isolate the key drivers of performance and incorporate them into the UK Equity and US Equity benchmarks. Our multi-factor investment strategy sits at the heart of our multi-index portfolios and offers investors greater opportunities for broad based asset diversification and reduced volatility. Throughout the range of portfolios we aim to increase exposure to investment factors such as value, quality and low volatility and reduce exposure to market capitalisation.

In order for a factor to be eligible for inclusion within our portfolios, it must be commonly identified, supported by a logical economic rationale or a behavioural bias and must be persistent across time periods and across regions/markets.

The key factors that Verbatim considers within its portfolios are:

  • Value: Aims to capture excess returns from stocks that have low prices relative to their fundamental value.
  • Quality: Defined by low debt, stable earnings, consistent asset growth, and strong corporate governance.
  • Low Volatility: Portfolios of low-volatility stocks can have higher risk-adjusted returns than portfolios with high-volatility stocks
  • Market Capitalisation: Money is allocated to companies in proportion to their market cap (size).

Each of the Verbatim Multi-Index portfolios has been awarded a Lipper Leader Rating over both three and five year periods, once again demonstrating the consistency in performance and the management of the funds to their respective proven risk mandates.

About the Managers

Learn more about Altium Investment Management.

HC Verbatim Multi-Index Portfolio 3 Fund

Click here for more information on HC Verbatim Multi-Index Portfolio 3 Fund

HC Verbatim Multi-Index Portfolio 4 Fund

Click here for more information on HC Verbatim Multi-Index Portfolio 4 Fund

HC Verbatim Multi-Index Portfolio 5 Fund

Click here for more information on HC Verbatim Multi-Index Portfolio Fund 5

HC Verbatim Multi-Index Portfolio 6 Fund

Click here for more information on HC Verbatim Multi-Index Portfolio 6 Fund

Finding our Funds

Here you can download a document which lets you know where you can access the Total Clarity portfolios.

Forms and Documents

Here you can download the applications and simplified prospectus for the HC Verbatim Multi-Index fund range.