PT Blend Series Brochure
Oct 31, 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 PT Blend Passive 60 – Tactical 40 (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside fixed-income risk.
The Strategy offers a diversified multi-asset portfolio designed for investors with a moderate risk profile. Passively managed funds are selected to provide 60% global equity exposure. Tactically managed funds are selected to provide 40% global fixed income exposure.
The Strategy seeks to use low-cost index funds to provide global equity diversification. The Strategy seeks to use tactically managed funds to opportunistically participate in global fixed income uptrends, while aiming to limit exposure to downside global fixed income risk. The tactically managed fixed income funds can hold cash equivalents and/or short-term bond funds in the absence of fixed income uptrends.
As of November 1, 2025, the Global Balanced 60-40 Portfolio was renamed PT Blend Passive 60 – Tactical 40.