Taxable Strategies

Short Term

The Sage Short Term Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a short-term investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 1-3 years.

Moderate Term

The Sage Moderate Term Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a moderate-term investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 2-5 years.

Intermediate Term

The Sage Intermediate Term Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over an intermediate investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 3-7 years.

Intermediate Corp Term

The Sage Intermediate Term Corporate Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over an intermediate investment horizon. The strategy will primarily be invested in investment-grade corporate bonds. The portfolio typically maintains an average maturity between 4-6 years.

Core Government / Credit

The Sage Core Gov/Credit Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a long investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 5-10 years.

Core Government / Credit Materials

Core Aggregate

The Sage Core Aggregate Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a long investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 5-10 years.

Core Aggregate Materials