Rules-Based Process in Motion Snapshot: Moderate Allocation Strategy Ending October 31, 2024
Nov 13, 2024
Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.
The Ocean Park Moderate Allocation Strategy (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. When equities are in an uptrend, the Strategy targets equity exposure between 50% and 70%. Equity exposure may vary above or below this range depending on market conditions.
The Strategy is unconstrained, tactically managed and invests primarily across global equity and fixed 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.