CONSERVATIVE STRATEGY (AG-C)
March 31, 2018
The AlphaGlider Global Conservative Strategy (AG-C) 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-C is the most conservative. AG-C strives to provide a total return solidly in excess of inflation over a full market cycle and is designed for a cautious investor who wants to take a low level of investment risk or has a short investment horizon. AlphaGlider anticipates fixed income to make up greater than 50% of AG-C and equities to make up less than 50%.
Strategy Manager: Doug Kirkpatrick, CFA
Fund Management Fee:3 8bps (0.08%)
AG-C Benchmark:4 80% Bloomberg Barclays US Aggregate Bond Index5 and 20% MSCI ACWI IMI, TR Net6
Number of Funds: 14
Fund Suppliers: State Street Global Advisors SPDR ETFs, Vanguard ETFs and mutual funds, BlackRock iShares ETFs, Schwab ETFs
Active Deviations from Benchmark:
- underweight equities
- underweight domestic and economically sensitive equities
- overweight foreign developed and emerging markets equities
- overweight Singaporean equities
- underweight fixed income
- underweight duration (lower sensitivity to changes in interest rates), and corporate bonds and securitized bonds
- overweight inflation-protected securities (lower sensitivity to changes in inflation)
- overweight alternatives
- overweight cash
AG-C ASSET CLASS ALLOCATION
AG-C EQUITY ALLOCATION — BY REGION7
AG-C 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-C FIXED INCOME ALLOCATION — BY REGION7
AG-C FIXED INCOME ALLOCATION — BY SECTOR7
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