About this Portfolio
The Global Aggressive Managed Account seeks long-term capital appreciation through a diversified global portfolio with a higher allocation to equities. Using a proprietary macro investment framework, the strategy actively positions across markets and asset classes to pursue growth opportunities as economic and market conditions evolve.
Why Invest in this Portfolio
Growth-oriented portfolio construction
Maintains a higher strategic allocation to global equities for investors seeking greater long-term capital appreciation potential.
Profit-cycle driven investing
Asset allocation decisions are guided by a proprietary framework that evaluates corporate profits, liquidity and investor sentiment to identify opportunities across global markets.
Enhanced growth potential
Maintains a higher allocation to global equities while preserving the benefits of diversified portfolio construction.
Asset Allocation Guidelines
The strategy’s allocation is based on a long-term neutral policy of 80% equity, 15% fixed-income and 5% cash.
But it has the flexibility to go +/- 10%:
- Equity: 70% to 90%
- Fixed Income: 5% to 25%
- Cash: 0% to 15%
| Asset class | Minimum | Neutral | Maximum |
|---|---|---|---|
| Equity | 70% | 80% | 90% |
| Fixed income | 5% | 15% | 25% |
| Cash | 0% | 5% | 15% |
