Equities

SHL employs a mix of passive and active management throughout its equity portfolio with holdings in both single manager funds and index linked ETFs. While tending to avoid the microcap end of the spectrum, SHL invests broadly across the equity universe with holdings in small to large capitalisation corporations in most major markets across the globe. At its highest level, the portfolio’s aim is to exceed the return generated by the MSCI World Index on a net dividends reinvested basis.