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.

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.

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.

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 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.

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.

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.