Core Plus Fixed Income Strategy Profile 3Q20

The Sage Core Plus Fixed Income tactical ETF strategy seeks to provide excess yield and strong risk-adjusted investment returns relative to the Barclay’s Aggregate Bond Index. The strategy will invest primarily in core fixed income and will tactically allocate between 0%-40% in non-core segments such as high yield, non-dollar, emerging market debt and preferred stocks. The tactical allocation decisions will be determined by the desired portfolio duration, yield curve management and opportunities in non-core market segments.

  • DATE: October 19, 2020
  • TYPE: PDF

Featured Insights

Tactical ETF

Moderate Strategy Profile 3Q20

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

Learn more >

Tactical ETF

Conservative Strategy Profile 3Q20

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

Learn more >

Tactical ETF

ACE Plus Strategy Profile 3Q20

The Sage All Cap Equity Plus tactical ETF strategy seeks to provide strong risk-adjusted investment returns relative to the global equity market.

Learn more >