Tax Aware Multi Asset Income Strategy Profile 4Q23

The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically 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.

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

Multi Asset Income Strategy Profile 4Q23

The Sage Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors' income needs by…

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Tactical ETF

Growth Strategy Profile 4Q23

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

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Tactical ETF

Moderate Growth Strategy Profile 4Q23

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

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