Core Plus Fixed Income Strategy Profile 3Q18
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: September 30, 2018
- TYPE: PDF
Tactical Investment Strategy October 2018
A more hawkish tone from the Fed and growing trade concerns have pushed rates higher and equities lower early in the quarter, but given . . .
Core Plus Fixed Income Strategy Details 3Q18
The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.