Q2 2025 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 Equity ETF Model (the “Model”) has two objectives, to provide total return and to limit exposure to downside risk.
The Model offers exposure to various global equity asset classes. The Model can invest in domestic, international and emerging market equity funds.
The Model is unconstrained, tactically managed and invests across global equity asset classes. The Model seeks to participate opportunistically in global investment uptrends in equities, while aiming to limit downside risk. Cash equivalents and/or short-term bond funds are held in the absence of uptrends. Depending on market conditions, the Model can be fully invested in cash equivalents and/or short-term bond funds. The Model may hold affiliated funds.