Tactical ETF Strategies

Core Plus Fixed Income

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 securities 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 Materials

All Cap Equity Plus

The All Cap Equity Plus Tactical ETF strategy 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 Materials

Conservative

The Sage Conservative Tactical ETF strategy is a global asset allocation portfolio that invests in the global fixed-income, global equity and alternative market segments. With a target allocation of 20% equity and 80% fixed income, tactical allocation decisions will be applied at the broad asset class level and within the various fixed-income, equity and alternative market segments.

Conservative Materials

Moderate

The Sage Moderate Tactical ETF strategy is a global asset allocation portfolio that invests in the global fixed-income, global equity and alternative market segments. With a target allocation of 40% equity and 60% fixed income, tactical allocation decisions will be applied at the broad asset class level and within the various fixed-income, equity and alternative market segments.

Moderate Materials

Moderate Growth

The Sage Moderate Growth Tactical ETF strategy is a global asset allocation portfolio that invests in the global fixed-income, global equity and alternative market segments. With a target allocation of 60% equity and 40% fixed income, tactical allocation decisions will be applied at the broad asset class level and within the various fixed-income, equity and alternative market segments.

Moderate Growth Materials

Growth

The Sage Growth Tactical ETF strategy is a global asset allocation portfolio that invests in the global fixed-income, global equity and alternative market segments. With a target allocation of 80% equity and 20% fixed income, tactical allocation decisions will be applied on two levels: at the broad asset class level and within the various fixed-income, equity and alternative market segments.

Multi Asset Income

The Sage Multi-Asset Income strategy is a conservative yield-focused ETF strategy that seeks to meet investors' income needs by tactically investing in the global fixed-income market, along with exposure to high-dividend equity and alternative segments. With a target allocation of 20% equity and 80% fixed income, tactical allocation decisions will be applied at the broad asset class level and within the various fixed-income, equity-income and alternative-income market segments.

Multi Asset Income Materials

Tax Aware Multi Asset Income

The Sage Tax-Aware Multi Asset Income strategy is a conservative yield-focused ETF strategy that is managed for total return with a high level of tax-efficient income. The strategy will tactically invest in the global fixed income market, with a focus on municipal bonds, along with exposure to high-dividend equity and alternative segments.

Tax Aware Multi Asset Income Materials