About this Portfolio
The Global Moderate Managed Account seeks long-term growth through a balanced mix of global equities and fixed income investments. Managed using a disciplined macro framework, the strategy dynamically adjusts allocations across regions, sectors and asset classes while maintaining a balanced risk profile.
Why Invest in this Portfolio
Diversified growth approach
Provides balanced exposure to global equities and fixed income while maintaining a disciplined focus on risk management.
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.
Balanced risk profile
Provides a diversified core portfolio designed to participate in long-term market growth while managing overall portfolio risk.
Asset Allocation Guidelines
The strategy’s allocation is based on a long-term neutral policy of 50% equity, 45% fixed-income and 5% cash.
But it has the flexibility to go +/- 10%:
- Equity: 40% to 60%
- Fixed Income: 35% to 55%
- Cash: 0% to 15%
| Asset class | Minimum | Neutral | Maximum |
|---|---|---|---|
| Equity | 40% | 50% | 60% |
| Fixed income | 35% | 45% | 55% |
| Cash | 0% | 5% | 15% |
