Cash Balance Growth Strategy Sheet 3Q18
The Sage Cash Balance Growth Strategy will seek to earn, on an annual basis, a fixed crediting rate, one of the designated interest crediting rates established by the Internal Revenue Service while limiting volatility and downside risk. The Strategy will invest in the fixed-income, equity and alternative market segments. With a target allocation of 50% equity and alternatives and 50% fixed income, tactical allocation decisions will be applied on two levels: at the broad asset class level and within the various fixed-income, equity and alternative market segments. Once the Interest Credit Rate is achieved in an annual period, the risk profile of the Strategy will likely be reduced.
- DATE: September 30, 2018
- TYPE: PDF