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The Global Balanced Portfolios 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 funds seek to participate opportunistically in global investment uptrends, while aiming to limit downside risk using a proprietary rules-based discipline.
Ocean Park Global Balanced Series Fact Sheet as of March 31, 2024.
VIEW PDF TO LEARN MOREPerformance analysis for all the Ocean Park Global Balanced Portfolio Series, approved for client use, and updated through June 30, 2024.
VIEW PDF TO LEARN MOREA 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.
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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.
GLOBAL BALANCED PORTFOLIO
TYPES OF RISK TOLERANCE
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.
GLOBAL BALANCED PORTFOLIO
TYPES OF RISK TOLERANCE
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.
GLOBAL BALANCED PORTFOLIO
TYPES OF RISK TOLERANCE
ACTIVE ETF FUNDS
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