Performance Snapshot: Global Balanced Series Through July 31, 2025
Aug 13, 2025
Global Balanced Series
Globally diversified. Tactically managed.
Tactically Managed Fixed Income
The fixed income portion of the Global Balanced Portfolios is managed tactically and seeks opportunities across the full fixed income spectrum, including these bond categories:
- Investment Grade
- High Yield
- Taxable
- Municipal
- Developed Markets
- Emerging Markets
- Corporate Bonds
- Sovereign Bonds
- Preferreds
- Convertibles
- Floating Rate
Passively Managed Equity
The equity portion of the Global Balanced Portfolios is managed passively through low-cost, index-oriented funds. The equity funds seek opportunities across both domestic and international stocks providing global diversification.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Our aim is to grow client wealth by focusing on the following objectives:
1
Participate opportunistically in global investment uptrends.
2
Use a tactical discipline to help limit downside risk.
Serving clients
for 35+ years.
SUITABLE FOR
THE CONSERVATIVE GROWTH INVESTOR:
The Ocean Park Global Balanced 40-60 Portfolio (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk.
The Strategy offers a diversified multi-asset portfolio designed for investors with a moderately conservative risk profile.
The Strategy is unconstrained, tactically managed and invests primarily across global equity and fixed income asset classes.
View Strategy DetailsGLOBAL BALANCED
40-60 PORTFOLIO
SUITABLE FOR
THE MODERATE INVESTOR:
The Ocean Park Global Balanced 50-50 Portfolio (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk.
The Strategy offers a diversified multi-asset portfolio designed for investors with a moderately conservative to moderate risk profile.
The Strategy is unconstrained, tactically managed and invests primarily across global equity and fixed income asset classes.
View Strategy DetailsGLOBAL BALANCED
50-50 PORTFOLIO
SUITABLE FOR
THE MODERATE GROWTH INVESTOR:
The Ocean Park Global Balanced 60-40 Portfolio (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk.
The Strategy offers a diversified multi-asset portfolio designed for investors with a moderate risk profile.
The Strategy is unconstrained, tactically managed and invests primarily across global equity and fixed income asset classes.
View Strategy DetailsGLOBAL BALANCED
60-40 PORTFOLIO
Small Cap Index Fund
S&P 500 Index Fund
International Stock Index Fund
Ocean Park Tactical All Asset Fund (SIRRX)
Ocean Park Tactical Core Income Fund (SSIRX)
These two Ocean Park Mutual Funds are incorporated in the above circular charts, as indicated by their corresponding colors.
Ocean Park Global Balanced Portfolio Series holdings are subject to change and are rebalanced quarterly. Investors should review suitability with a financial professional before selecting any Ocean Park model for investing.
Small Cap Index Fund
S&P 500 Index Fund
International Stock Index Fund
Ocean Park Tactical All Asset Fund (SIRRX)
Ocean Park Tactical Core Income Fund (SSIRX)
The Ocean Park Global Balanced Series has two objectives: to provide total return and to limit exposure to downside risk.
The Series consists of diversified multi-asset portfolios designed for investors ranging from moderately conservative to moderate risk profiles.
The Series combines passively managed equity index funds with tactically managed affiliated multi-asset and fixed income funds. Tactically managed affiliated funds seek to participate opportunistically in global investment uptrends, while aiming to limit downside risk using proprietary rules-based discipline.