Ocean Park ETF Models – Fact Sheet
Jul 22, 2025
Asset Allocations
Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.
Resources
Investment Objective and Strategy
The Ocean Park Global Balanced 80/20 ETF Model (the “Model”) has two objectives, to provide total return and to limit exposure to downside risk. The Model offers a diversified multi-asset portfolio which targets equity exposure of 80%. Equity exposure may vary above or below this level. The Model is unconstrained, tactically managed and invests primarily across global equity and fixed income asset classes.