MODERATELY AGGRESSIVE STRATEGY (AG-MA)
March 31, 2018
The AlphaGlider Global Moderately Aggressive Strategy (AG-MA) 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-MA is the second most aggressive. AG-MA strives to deliver strong risk-adjusted returns over a full market cycle to investors with moderate to high tolerances to risk and medium to long investment horizons. AlphaGlider anticipates equities to make up more than 45% of AG-MA and fixed income to make up less than 55%.
Strategy Manager: Doug Kirkpatrick, CFA
Fund Management Fee:3 9bps (0.09%)
AG-MA Benchmark:4 75% MSCI ACWI IMI, TR Net5 and 25% 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-MA 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
- neutral exposure to fixed income
- underweight duration (lower sensitivity to changes in interest rates), and corporate and securitized bonds
- overweight inflation-protected securities (lower sensitivity to changes in inflation)
- overweight alternatives
- overweight cash
AG-MA ASSET CLASS ALLOCATION
AG-MA EQUITY ALLOCATION — BY REGION7
AG-MA 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-MA FIXED INCOME ALLOCATION — BY REGION7
AG-MA FIXED INCOME ALLOCATION — BY SECTOR7
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