Taxable Strategies
Short Term
The Sage Short Term Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a short-term investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 1-3 years.
Short Term Materials
Moderate Term
The Sage Moderate Term Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a moderate-term investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 2-5 years.
Moderate Term Materials
Intermediate Term
The Sage Intermediate Term Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over an intermediate investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 3-7 years.
Intermediate Term Materials
Intermediate Corp Term
The Sage Intermediate Term Corporate Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over an intermediate investment horizon. The strategy will primarily be invested in investment-grade corporate bonds. The portfolio typically maintains an average maturity between 4-6 years.
Intermediate Corp Term Materials
Core Government / Credit
The Sage Core Gov/Credit Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a long investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 5-10 years.
Core Government / Credit Materials
Core Aggregate
The Sage Core Aggregate Fixed Income strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a long investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities. The portfolio typically maintains an average maturity between 5-10 years.