AGGRESSIVE STRATEGY (AG-A)
March 31, 2018
The AlphaGlider Global Aggressive Strategy (AG-A) is a broadly diversified1 strategy, primarily utilizing exchange-traded funds (ETFs)2 to achieve exposure across multiple asset classes, industries, and geographic regions. Of the five strategies offered by AlphaGlider, AG-A is the most aggressive. AG-A strives to provide strong risk-adjusted returns over a full market cycle to risk-tolerant investors with a long investment horizon. AlphaGlider anticipates equities to make up more than 60% of AG-A and fixed income to make up less than 40%.
Strategy Manager: Doug Kirkpatrick, CFA
Fund Management Fee:3 9bps (0.09%)
AG-A Benchmark:4 90% MSCI ACWI IMI, TR Net5 and 10% Bloomberg Barclays US Aggregate Bond Index6
Number of Funds: 16
Fund Suppliers: State Street Global Advisors SPDR ETFs, Vanguard ETFs and mutual funds, BlackRock iShares ETFs, Fidelity ETFs, Schwab ETFs
AG-A VALUATIONS7 & ACTIVE DEVIATIONS FROM BENCHMARK
Active Deviations from Benchmark:
- underweight equities
- underweight domestic equities, and economically cyclical and sensitive equities
- overweight emerging market equities
- overweight Singaporean equities
- overweight fixed income
- overweight inflation-protected securities (lower sensitivity to changes in inflation) and corporate bonds
- underweight duration (lower sensitivity to changes in interest rates) and securitized bonds
- overweight alternatives
- overweight cash
AG-A ASSET CLASS ALLOCATION
AG-A EQUITY ALLOCATION — BY REGION7
AG-A EQUITY ALLOCATION — BY SECTOR7
*Cyclical: Basic Materials, Consumer Cyclical, Financial Services, Real Estate
Sensitive: Communication Services, Energy, Industrials, Technology
Defensive: Consumer Defensive, Healthcare, Utilities
AG-A FIXED INCOME ALLOCATION — BY REGION7
AG-A FIXED INCOME ALLOCATION — BY SECTOR7
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