Target Risk Funds
Conservative Fund
The Sage Conservative Fund is a global asset allocation strategy managed to be consistent with the risk orientation of a conservative investor. The strategy will invest 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 Fund Overveiew
Moderate Fund
The Sage Moderate Fund is a global asset allocation strategy managed to be consistent with the risk orientation of a moderate investor. The strategy will invest 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 Fund Overview
Moderate Growth Fund
The Sage Moderate Growth Fund is a global asset allocation strategy managed to be consistent with the risk orientation of a moderate growth investor. The strategy will invest 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 Fund Overview
Growth Fund
The Sage Growth Fund is a global asset allocation strategy managed to be consistent with the risk orientation of a growth investor. The strategy will invest 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.