Cash Balance Growth Strategy Sheet 4Q18

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: December 31, 2018

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