Arcataur
Managed Balance Portfolio
- How your money is allocated to different
asset classes and markets will have the largest impact on
the growth of your investments over time; we work closely
with clients to establish and maintain an asset mix that
reflects their lifestyle, aspirations, liquidity needs and
growth objectives
- Core stock/bond range is 45% to 75% equities
- Relative stock/bond attractiveness model
and fundamental analysis guide position within the range
- Macro assessment done on a team approach
focusing on corporate earnings, interest rates and financial
risk premium
- Bond exposure follows Investment Grade
Fixed
Income Portfolio
- Stocks will primarily be Large Capitalization
Equity Portfolio
- Small capitalization diversification will
be considered where appropriate
- Clients benefit from active asset management
and active asset allocation
The Arcataur Managed Balance
Portfolio offers investors a separately managed account
which seeks to preserve capital during difficult market periods
while allowing growth opportunity in good market conditions.
The investment objective is to seek the competitive returns
of the Arcataur Large Capitalization Equity Portfolio
in conjunction with the lower volatility characteristics and
the current income generated from holding fixed income investments
of the Arcataur Investment Grade Fixed Income Portfolio.
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