Glossary

Equity Style

By selecting this box, the user can target a style tilt, either in terms of growth vs value or in terms of large stocks vs. smaller stocks, or both. By default, the optimiser is set on a neutral style (growth = value) and normal capitalisation weights (70% large stocks, 20% medium stocks, 10% small stocks). A growth tilt will target a 60% weight for growth stocks, 40% for value stocks, and vice versa. A large cap tilt will raise the target to 85% in large stocks (from the normal 70%) at the expense of medium and small stocks. A smaller cap tilt will reduce the large cap target to 55%, with a corresponding increase in medium and small stocks.

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