Diversified ETF Portfolio

The Diversified ETF (Exchange Traded Funds) Portfolio is an All-Cap Core global equity ETF strategy that is managed to aggressive risk and represents higher volatility than the broader global equity markets.

The Strategy

This strategy can invest 100% of the portfolio value in ETFs; however, a typical fully invested Diversified ETF portfolio would be invested 98% in global equity ETFs while holding approximately 2% in cash.

The Diversified ETF Portfolio will be constructed with the objective of providing above average equity returns by allocating capital worldwide, both in developed and emerging markets.

Diversified ETF Portfolio

Performance Objective

The performance objective of the Diversified ETF Portfolio is to outperform the MSCI World Index (Net) (WORLD) over 10-year rolling periods and since inception after trading costs, expenses and the advisory fee.

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