GREAT Gold Energy Portfolio
Targeted exposure to companies linked to gold, energy, and broader commodity market cycles
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Gold Energy Portfolio
Portfolio Asset Allocation as of Jul 17, 2026
Portfolio Asset Allocation
as of Apr 1, 2026
- Equities0.00%
- ETFs100.00%
- Fixed income0.00%
- Cash/Derivative0.00%
- Alternatives0.00%
Portfolio Details
The GREAT Gold Energy Portfolio provides exposure to publicly listed companies and instruments linked to gold, energy production, and natural resources. Constructed using a rules-based methodology, constituents are selected based on asset class relevance, offering systematic exposure to commodity-linked markets.
Investment Objective
The portfolio seeks to provide hedging benefits by delivering diversified, passive exposure to publicly listed companies and instruments linked to gold, energy production, and natural resource markets, while managing concentration, liquidity, and structural risks inherent to commodity-focused investing.
Important Information & Disclosures
This information is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. The portfolio is constructed using a passive, rules-based methodology and does not seek to outperform any benchmark. Investments are subject to market risk, including the possible loss of principal. Past performance, if shown, is not indicative of future results. Regulatory treatment, investor protections, and taxation may vary by jurisdiction. Investors should consider the portfolio’s objectives, methodology, and risks carefully before investing.
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Portfolio Documents
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| Portfolio | 1Y (CAGR) |
|---|---|
| GREAT Broad Market Enhanced Portfolio | 25.57% |
| GREAT Broad Market Growth Portfolio | 4.25% |
| GREAT Performance Efficiency Portfolio | -5.83% |
| GREAT Performance Leaders Portfolio | -6.51% |
Frequently Asked Questions
The portfolio has exposure primarily to publicly listed companies and instruments linked to gold, energy production, and natural resource markets. It focuses on firms involved in commodities such as gold and energy, aiming to provide diversification and participation in commodity cycles.
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