GREAT Oil Global Portfolio
Targeted exposure to companies involved in global oil production and energy infrastructure development
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Oil Global Portfolio
Portfolio Asset Allocation as of Jul 17, 2026
Portfolio Asset Allocation
as of Apr 1, 2026
- Equities88.30%
- ETFs11.70%
- Fixed income0.00%
- Cash/Derivative0.00%
- Alternatives0.00%
Portfolio Details
The GREAT Oil Global Portfolio provides exposure to publicly listed companies involved in oil exploration, production, refining, and energy infrastructure. Constructed using a rules-based methodology, constituents are selected based on sector participation, offering systematic exposure to global energy markets.
Investment Objective
The portfolio seeks to provide hedging benefits by delivering diversified, passive exposure to publicly listed companies involved in oil exploration, production, refining, and energy infrastructure, while managing concentration, liquidity, and structural risks associated with commodity price cycles.
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 involved in oil exploration, production, refining, and energy infrastructure. It focuses on firms participating across the global oil value chain.
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