Tax Aware Multi Asset Income ETF Strategy Profile 1Q25

The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by investing in the global taxable and tax-exempt fixed income market along with exposure to high-dividend equity and alternative segments. The investment and research process is built around Sage’s proprietary top-down multi-factor model that includes macroeconomic, fundamental, relative valuation and technical analysis.