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Navigator® Global Balanced Portfolios

Tactically Navigate the Markets withan Active Global Approach

Allocation
  • Multi-Asset Class
APPROACH
  • Blend, Top-Down
FOR ADVISORS:

This balanced strategy partially allocates to a broad range of global equities while allocating the remainder to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity. Portfolios consist of 20/80, 40/60, 60/40, and 80/20.

Allocate to areas of the equity markets that are outperforming their peers.
Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends and move away from lagging trends in: 1) style boxes and factors 2) industry sectors/sub-groups 3) international countries/regions
Seek higher returns with the option to shift to safer fixed income sectors.
The strategy has the ability to shift out of lower quality areas when needed and invest in high quality debt and/or cash. Its asset allocation policy rotates among: 1) low quality debt 2) short-term U.S. Treasuries 3) high quality debt
Attempt to stabilize client portfolios by constraining losses.
A benefit of relative strength is that it not only helps identify market leadership, it may also help investors avoid areas of underperformance.

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