Home | Global Balanced Series

Global Balanced Series

Globally diversified. Tactically managed.

The Global Balanced Portfolios are all-in-one core strategies that are best suited for investors seeking a combination of long-term growth and downside protection. To achieve broad diversification, the Global Balanced Portfolios allocate across global equities (passive, index oriented) and fixed income (tactical, rules-based) in order to achieve the investment objective.

Efficiently Designed Global Portfolios, To Keep You Well Invested

A well-diversified investment portfolio includes a balance of global stocks and bonds. Diversification helps to mitigate an investor’s portfolio against the changing risks of the global financial markets.

VIEW PDF TO LEARN MORE

Q4 2022 Global Balanced Series Fact Sheet

The Global Balanced Portfolios are all-in-one core strategies that are best suited for investors seeking a combination of long-term growth and downside protection. To achieve broad diversification, the Global Balanced Portfolios allocate across global equities (passive, index-oriented) and fixed income (tactical, rules-based) in order to achieve the investment objective.

VIEW PDF TO LEARN MORE

THE CONSERVATIVE GROWTH INVESTOR:

The greater emphasis on tactically managed fixed income shifts focus towards wealth preservation and opportunistic upside participation while still maintaining exposure to global stocks.

GLOBAL BALANCED PORTFOLIO

TYPES OF RISK TOLERANCE

THE MODERATE INVESTOR:

The balance of global stocks and tactically managed fixed income can provide growth during bull markets while remaining resilient during bear markets.

GLOBAL BALANCED PORTFOLIO

TYPES OF RISK TOLERANCE

THE MODERATE GROWTH INVESTOR:

Exposure to the growth opportunities of global stocks while remaining opportunistic with tactically managed fixed income.

GLOBAL BALANCED PORTFOLIO

TYPES OF RISK TOLERANCE