RMI™ Global Industrials

The new RMI Global Industrials Active Growth 30 portfolio is built from the investment universe consisting of industrials common stock from across the globe. Industrials companies from USA, Canada, Australia, UK, Europe, India, Japan, Indonesia, Brazil, China, Korea and Taiwan are considered and a 30 stock active styled portfolio is constructed. The active portfolio has a strong tilt towards the growth factor as classified by Jiseki. Only stocks which are ranked greater than 70 percentile, based on Jiseki from the universe of 350 stocks are selected into the portfolio.

We have indexed the historical price series to an initial value of 100 and used daily returns to reconstruct individual series. We do not consider currency fluctuation in this version of the report, since we have utilized reconstructed individual series, currency fluctuations would have a relatively smaller impact on the backtested results. The benchmark used to compare the performance of RMI Global Industrial Active Growth 30 is an equal weighted, daily rebalanced series of the 350 stocks from the investment universe.