Investment Strategies

Global Series

Strategic 50/50 Strategy
Net Performance 09/30/07—01/31/12

The Strategic 50/50 Strategy is primarily invested in equity exchange traded funds (ETFs). Certain mutual funds including a taxable money market fund may also be utilized. The base line asset allocation is a concentrated portfolio of approximately 50% in Asian & emerging markets equity funds and 50% in funds that profit from rising or falling global hard assets or the US Dollar.

Cumulative Returns   |   Rolling Returns  |   Annualized Returns   |   Risk Metrics  |   Strategy Snapshot (PDF)



Past performance does not guarantee future results.


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