FUND NAME AND TICKER
The fund aims to enhance total return. It invests no less than 70% of total assets in equity securities of companies engaged globally in health care, pharmaceuticals, medical technology, and biotechnology supply and development.
With the world facing an aging population, demand for elderly health care services is set to grow steadily over time. Health care equities are well positioned as a long‑term investment sector.
The fund’s core assets are heavily concentrated in the U.S. market, with over 70% allocation to global health care leaders such as Eli Lilly, Johnson & Johnson, and AbbVie.
This fund balances high‑growth biotech (e.g., obesity and Alzheimer’s drug innovation) with defensive allocations in health insurance services and traditional pharmaceutical leaders. The “offense + defense” strategy allows investors to capture explosive gains from new technologies while mitigating cyclical risks through stable health care demand.
TOP HOLDINGS
(as of 31 July 2026)
YEAR TO DATE RETURNS
PRICE CHART
(Source: Bloomberg)
FUND NAME AND TICKER
Tracks the S&P 500 Equal Weight Index, aiming to replicate the performance of its constituent stocks.
The index mirrors the S&P 500 holdings but applies equal weighting, reducing the risk of excessive concentration under cap‑weighted allocation.
During the 2025 correction, RSP’s maximum drawdown was 15.96% versus SPY’s 18.76%, showing RSP’s enhanced downside protection in market turbulence.
The ETF rebalances quarterly, trimming outperformers and adding underperformers — a built‑in buy‑low, sell‑high mechanism that reduces overall volatility.
TOP HOLDINGS
(as of 31 August 2026)
YEAR TO DATE RETURNS
PRICE CHART
(Source: Bloomberg)
