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Portfolios & Performance
Portfolios & Performance
Portfolios & Performance
PORTFOLIO OBJECTIVES
Conservative ETF PortfolioThe Conservative ETF Portfolio is tactically allocated towards global equity & fixed income, with a target equity exposure of 0-20%. The Conservative ETF Portfolio is designed to have a long-term annual target return in positive markets of 4-6%, and, in negative markets, 20%/80% represented by the potential, but not limited to, loss from allocation between equities and bonds measured by the blended 20% MSCI World Equity and 80% Barclays Capital Global Aggregate Bond Unhedged indices, respectively. The primary benchmark is the blended 20% MSCI World Equity and 80% Barclays Capital Global Aggregate Bond indices and the secondary benchmark is the 90 Day U.S. Treasury-Bill.
Moderate ETF Portfolio
The Moderate ETF Portfolio is tactically allocated towards global equity & fixed income, with a maximum equity exposure of 60% and a minimum of 40%. The Moderate ETF Portfolio is designed to have a long-term target return in positive markets of 7-9%, and, in negative markets, 60%/40% represented by the potential, but not limited to, loss from allocation between equities and bonds measured by the blended 60% MSCI World Equity and 40% Barclays Capital Global Aggregate Bond Unhedged indicies, respectively. The primary benchmark is the blended 60% MSCI World Equity and 40% Barclays Capital Global Aggregate Bond Unhedged indices and the secondary benchmark is the blended 60% Standard & Poor's 500 and 40% Barclays Capital U.S. Aggregate Bond indices.
Aggressive ETF Portfolio
The Aggressive ETF Portfolio is tactically allocated towards global equity & fixed income, with a maximum equity exposure of 85% and a minimum of 65%. The Aggressive ETF Portfolio is designed to have a long-term annual target return in positive markets of 10% plus, and, in negative markets, 85%/15% represented by the potential, but not limited to, loss from allocation between equities and bonds measured by the blended 85% MSCI World Equity and 15% Barclays Capital Global Aggregate Bond Unhedged indices, respectively. The primary benchmark is the blended 85% MSCI World Equity and 15% Barclays Capital Global Aggregate Bong Unhedged indices and the secondary benchmark is the Standard & Poor's 500 index.
PORTFOLIO FEATURES
- Proactive (Tactical) Management
- Global
- 30 Asset Classes
- Exchange Traded Index Funds
- 5 Levels of Risk Management
- Systematic Process
PERFORMANCE & HISTORICAL INFORMATION
Conservative ETF Portfolio Performance Q3 2011 Moderate ETF Portfolio Performance Q3 2011 Aggressive ETF Portfolio Performance Q3 2011