Q3 2024 Global Balanced Series Fact Sheet
Oct 28, 2024
Monthly Breakdown
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 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. Passively managed index funds are selected to provide 60% global equity exposure, divided between large- and small-cap domestic equities as well as international equities. Tactically managed funds are selected to populate the remaining portfolio.
The Strategy is unconstrained, tactically managed and invests primarily across global equity and fixed income asset classes. The Strategy seeks to participate opportunistically in global investment uptrends, while aiming to limit downside risk. Cash equivalents and/or short-term bond funds are held in the absence of uptrends. The Strategy may hold affiliated funds.