ACE Plus Strategy Profile 4Q23

The Sage All Cap Equity Plus tactical ETF strategy seeks to provide strong risk-adjusted investment returns relative to the global equity market. The strategy will invest primarily in core domestic and international equity markets and will tactically allocate between 0%-40% in non-core segments such as emerging market equity, commodities, real estate and currencies.

  • DATE: January 1, 2024
  • TYPE: PDF
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Tactical ETF

Core Plus Fixed Income Strategy Profile 4Q23

The Sage Core Plus Fixed Income tactical ETF strategy seeks to provide excess yield and strong risk-adjusted investment returns relative to the Barclay’s Aggregate Bond Index.

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Tactical ETF

Moderate Strategy Profile 4Q23

The Sage Moderate tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a moderate investor.

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Tactical ETF

Conservative Strategy Profile 4Q23

The Sage Conservative tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a conservative investor.

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