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Global Balanced Series

Globally diversified. Tactically managed.

The Global Balanced Portfolios Series (“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 a proprietary rules-based discipline.

Performance Snapshot: Global Balanced Series Through March 31, 2025

Performance analysis for Ocean Park Global Balanced Series, approved for client use, and updated through March 31, 2025.

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Q1 2025 Global Balanced Series Fact Sheet

Ocean Park Global Balanced Series Fact Sheet as of March 31, 2025.

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Mindfully Designed Global Portfolios

The Series seeks to provide efficient, well-diversified portfolios for investors with "conservative growth" through "moderate growth" risk profiles. Its features include broad diversification between stocks and bonds, tactically managed fixed income, a broad spectrum of asset classes that includes both domestic and international equity, and low-cost domestic and global stock exposure.

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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.

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GLOBAL BALANCED PORTFOLIO

A pie chart with four segments: two 30% blue portions, two 20% gray portions. The center displays '40/60.' Each segment represents a portion of the whole.

TYPES OF RISK TOLERANCE

A semicircular gauge with a blue needle points to 'LOW' in green, progressing to 'MODERATE' in yellow, and 'HIGH' in red, indicating levels of intensity.

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.

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GLOBAL BALANCED PORTFOLIO

A pie chart shows segments labeled 25%, 25%, 19%, 12%, and 9%, with a central label '50/50,' indicating distribution percentages within a circular format.

TYPES OF RISK TOLERANCE

A gauge features a blue needle pointing to “MODERATE” on a segmented scale with sections labeled “LOW” (teal), “MODERATE” (yellow), and “HIGH” (red).

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 Details

GLOBAL BALANCED PORTFOLIO

A pie chart displays segments labeled 20%, 20%, 23%, 23%, and 14%, with a central circle marked '60/40.' The chart uses shades of blue and gray for differentiation.

TYPES OF RISK TOLERANCE

A gauge features a pointer indicating risk level, divided into sections labeled 'LOW' in teal, 'MODERATE' in yellow, and 'HIGH' in red, with the pointer on 'HIGH.'