About this Portfolio
The Global Conservative Managed Account seeks long-term growth through a diversified global portfolio with an emphasis on capital preservation and downside awareness. The strategy combines global equity exposure with a larger allocation to fixed income while using a proprietary macro framework to adapt positioning as market conditions evolve.
Why Invest in this Portfolio
Conservative growth orientation
Combines global diversification with a strategic emphasis on fixed income and capital preservation to help manage portfolio risk.
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.
Risk-conscious diversification
Seeks to participate in global market opportunities while maintaining a more conservative allocation profile.
Asset Allocation Guidelines
The strategy’s allocation is based on a long-term neutral policy of 20% equity, 75% fixed-income and 5% cash.
But it has the flexibility to go +/- 10%:
- Equity: 10% to 30%
- Fixed Income: 65% to 85%
- Cash: 0% to 15%
| Asset class | Minimum | Neutral | Maximum |
|---|---|---|---|
| Equity | 10% | 20% | 30% |
| Fixed income | 65% | 75% | 85% |
| Cash | 0% | 5% | 15% |
