Global Balanced

Objective

This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle.

What is the Global Balanced Strategy?
• Designed to capture the benefits of diversification and the advantages that come from the dissimilarity in return patterns across different asset classes.

• Invests in US equities, international equities, and fixed income securities.

• In addition to strategic allocation, the strategy utilizes tactical active risk management driven by an informed view of current market conditions.

Category

Balanced

Ticker

GBAL

Inception

11/30/2008