Target Date 2025 Strategy Sheet Fund 2Q18

Strategy Objective

The Sage Target Date 2025 Strategy is designed for an investor looking to retire in or near 2025. The Target Date 2025 Strategy seeks to provide a balance between shortterm cash flow needs and long-term capital appreciation, while minimizing any downside risk in any environment as growth remains a main objective at this point in an investor’s career. The Strategy is designed for an investor who plans to gradually draw down the account after retirement. The Strategy will invest in the global fixed income, global equity and alternative market segments.

  • DATE: June 30, 2018

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