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Home | 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.
Our Results are Compelling. Our quarterly fact sheets will help you understand the potential benefit to your portfolio from a diversification and risk/return perspective.
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.
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.
THE MODERATE GROWTH INVESTOR:
Exposure to the growth opportunities of global stocks while remaining opportunistic with tactically managed fixed income.
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