Cash Balance Moderate Strategy Sheet 3Q18

The Sage Cash Balance Moderate Strategy will seek to earn, on an annual basis, the 30 Year Constant Maturity Treasury Rate (30 Yr CMT) as published at the end of the prior year while limiting volatility and downside risk. The Strategy will invest in the fixed-income, equity and alternative market segments. With a target allocation of 25% equity and 75% 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 Crediting Rate is achieved in an annual period, the risk profile of the Strategy will likely be reduced.

  • DATE: September 30, 2018
  • TYPE: PDF

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Cash Balance Moderate Strategy Details 3Q18