3Q21 Cash Balance Ultra Conservative Strategy

The Sage Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk. The Strategy will invest primarily in fixed-income market segments. A target asset allocation will be set at the beginning of each calendar year. Tactical allocation changes will be made throughout the year based on changing economic and market conditions. As the Strategy makes progress towards the annual return target, the risk profile of the Strategy will likely be reduced.

  • DATE: October 1, 2021
  • TYPE: PDF
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Featured Insights

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Cash Balance, Retirement

3Q21 Cash Balance Moderate Strategy

The Sage Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk. The Strategy . . .

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Cash Balance, Retirement

3Q21 Cash Balance Conservative Strategy

The Sage Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk. The Strategy. . .

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Cash Balance

Cash Balance Strategy Monitor September 2021

This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution . . .

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