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Growth Allocation Model

Asset Allocations

Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.

Monthly Breakdown

Historical Breakdown

Resources

Investment Objective and Strategy

The Ocean Park Growth Allocation 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 designed for investors with an aggressive risk profile. When equities are in an uptrend, the Model targets equity exposure between 85% and 100%. Equity exposure may vary below this range depending on market conditions.

The Model is unconstrained, tactically managed and invests across global equity and fixed income asset classes. The Model 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 Model may hold affiliated funds.