RAE PLUS Small Fund


Updated October 22, 2019


Seeks total return which exceeds that of its benchmark

Primary Portfolio

Equity exposure of RAE US Small portfolio is obtained using equity-linked instruments, allowing the fund to generate additional returns from a flexible bond alpha strategy.


Fund Overview

Time-tested, systematic approach to U.S. small company equity investing

The fund invests in a diversified portfolio that captures the returns of small U.S. companies using the Research Affiliates Equity (RAE) investment strategy – a systematic approach designed to outperform the Russell 2000 Value Index – plus an additional source of return potential.

Why Invest In This Fund

Systematically capitalizes on market inefficiencies

RAE selects and weights small U.S. companies based on non