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.
Q2 2024 Global Balanced Series Fact Sheet
Ocean Park Global Balanced Series Fact Sheet as of June 30, 2024.
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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.
View PDF to Learn MoreTHE 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
