Hand Composite Employee Benefit Trust - Hamilton Capital Dynamic Equity Fund (HAMDEX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 14.62 |
| YTD Return | -2.27% |
| 1-Year Return | 2.24% |
| 5-Year Return | n/a |
| 52-Week Low | 14.25 |
| 52-Week High | 15.95 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About HAMDEX
Hamilton Capital Dynamic Equity CIF R2 is a collective investment fund designed with a moderate allocation strategy, focusing on both growth and risk management. The fund aims to help investors build retirement assets by compounding high-quality absolute investment returns over time. It is characterized by a neutral asset allocation of approximately 70% global equities and 30% fixed income, providing a balanced exposure that seeks to deliver growth while limiting market losses. The portfolio’s flexible and dynamic approach enables its management team to continuously search for relative value across geographies, asset classes, and economic conditions, adjusting allocations as needed among equities, fixed income, cash equivalents, and alternatives. This adaptability allows the fund to respond proactively to changing fundamental investment conditions. Hamilton Capital Dynamic Equity CIF R2 is commonly utilized in qualified retirement plans and is notable for its disciplined risk management practices, helping participants pursue long-term financial goals with a focus on capital preservation and growth potential in the broader global marketplace.
Performance
HAMDEX had a total return of 2.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.70%.