Tactical Balanced

 Portfolio Characteristics: 

The strategy contains a widely diversified basket of holdings ranging from large/small cap equities, government and corporate bonds and commodities. Portfolio allocations are determined by equity market trends, volatility and correlation.

 Objectives: 

The Tactical Balanced Strategy is designed for investors who desire a high degree of equity market exposure and an equal emphasis on downside protection. The Strategy generates approximately half the volatility of equity indices over 3-5 year periods with a fraction of the drawdown.