Core Plus Fixed Income Strategy Profile 1Q19
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: March 31, 2019
- TYPE: PDF
Tactical Investment Strategy April 2019
We are taking a more cautious view and have started to tilt modestly more defensive within our strategies given poor data trends, higher volatility, and the rebound in . . .
Core Plus Fixed Income Strategy Details 1Q19
The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.