Benefits to our Approach

The benefits of the Maru Enhanced Index Product is to achieve alpha above the benchmark at low costs, and low risk whilst remaining benchmark cognisant. Investors have the flexibility to select their preferred benchmark around which their portfolios are built. The portfolio is well diversified as it includes a relatively large portion of the index constituents. This means that the size of assets under management should have limited influence on the return potential of our products.

 Application of the Products

“A very low-cost index is going to beat a majority of the amateur-managed money or professionally-managed money” – Warren Buffett 2007

Maru Enhanced Index Products are appropriate for:

  • Institutional investors to add as their core equity funds
  • Investors who prefer low dispersions and low fees