Strategy Objective

Seeks a high level of total return emphasizing capital appreciation through a flexible global multi-asset allocation approach.

FRAMEWORK

Active management is driven primarily by macro market indicators and geo-thematic trends, which are used to determine offensive, defensive, or blended positioning within the portfolio.

The strategy features a monthly trade capability, with investments between equity and fixed income categories. Overall the portfolio may range between 100% equity and 100% fixed income, with a maximum cash position of 100%.

For both equity and fixed income allocations, all fund categories are investable including inverse, with the exception of leveraged funds, which are excluded.