Core Funds

Core Plus Fixed Income Fund

The Sage Core Plus Fixed Income Fund 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 market segments and will tactically allocate between 0%-40% in non-core segments such as high-yield debt, developed international government debt, emerging market government debt and preferred stocks.

Core Plus Fixed Income Fund Overview

All Cap Equity Plus Fund

The All Cap Equity Plus Fund seeks to provide strong risk-adjusted investment returns relative to the global equity market. The strategy will invest primarily in core domestic and international equity markets and will tactically allocate between 0%-40% in non-core segments such as emerging market equity, commodities, real estate and currencies.

All Cap Equity Plus Fund Overview

Disclosure: The Sage Funds are collective investment funds (CIFs) created by the Hand Composite Employee Benefit Trust and sponsored by Hand Benefits & Trust Company, a BPAS company, that invests in the strategies of Sage Advisory Services, Ltd. Co. which serves as the subadvisor to the CIFs. This CIF is available for investment by eligible qualified retirement plan trusts only and has been created specifically for 401(k) and other employee-sponsored retirement plan investors.