Asset allocation

- Asset Allocation -

 

Fortunatus Investments offers Asset Allocation Models that provide global market diversification and downside protection during prolonged market declines. These strategies follow a systematic approach and are composed of exchange traded funds (ETFs) and low-expense institutional mutual funds designed to deliver superior risk adjusted returns to the investor. The models are tactically adjusted in response to changing market environments in equities, fixed income, and alternative market segments.

The investment team first utilizes an objective, trend-following strategy to determine whether an asset class is in a favorable investing environment. Depending on the asset class, additional steps are taken to determine market segments which are likely to outperform others going forward. A thorough, fundamental analysis of the individual investments available in a market segment – based on investment process and risk-adjusted performance – is used to determine which funds are best positioned to take advantage of market opportunities. If a market segment is determined to be in an unfavorable environment, exposure to that segment is significantly reduced and less volatile investments may be held until a positive trend develops.

Growth

  1. Targeted toward investors that are looking for long term capital appreciation
  2. Targets a high allocation (approximately 80%) to equity markets in the U.S., international developed and emerging markets
  3. During prolonged equity market downtrends, exposure to safer, less volatile investments is increased

Moderate Growth

  1. Targeted toward investors that are looking for long term capital appreciation
  2. Targets a high allocation (approximately 70%) to equity markets in the U.S., international developed and emerging markets
  3. During prolonged equity market downtrends, exposure to safer, less volatile investments is increased

Moderate

  1. Targeted toward investors that are looking for a balance of long term capital appreciation and capital preservation
  2. Targets a moderate allocation (approximately 50%) to equity markets in the U.S., international developed and emerging markets
  3. During prolonged equity market downtrends, exposure to safer, less volatile investments is increased

    Moderate Conservative

    1. Targeted toward investors that are looking for capital preservation first with the opportunity of capital appreciation
    2. Targets a slightly conservative allocation (approximately 30%) to equity markets in the U.S. and international developed markets
    3. During prolonged equity market downtrends, exposure to safer, less volatile investments is increased

    Conservative

    1. Targeted toward investors that are mainly looking for capital preservation with the opportunity of capital appreciation
    2. Targets a conservative allocation (approximately 20%) to equity markets in the U.S. and international developed markets
    3. During prolonged equity market downtrends, exposure to safer, less volatile investments is increased

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