Generate Income
Increase income potential of portfolio while maintaining liquidity
VIEW
Bonds
Equities
Bonds
Equities
Private Credit
Private Infrastructure
Private Real Estate
Historical Performance vs. 60/40:
Income: +1.6%
Liquidity:
7.5%
7.5%
15%
40%
30%
Preserve Capital
Receive loss protection and inflation hedging benefits
VIEW
Boost
Return
Boost the return potential of the portfolio
VIEW
Equities
Bonds
Private Credit
Private Infrastructure
Private Real Estate
5%
40%
12.5%
7.5%
30%
Return: +1.1%
Historical Performance vs. 60/40:
Liquidity:
5%
Private Equity
Equities
Bonds
Private Credit
Private Infrastructure
Private Real Estate
Private Equity
15%
5%
25%
5%
5%
45%
Volatility: -2.4%
Historical Performance vs. 60/40:
Liquidity:
60%
40%
Generate Income
Increase income potential of portfolio while maintaining liquidity
VIEW
Preserve Capital
Receive loss protection and inflation hedging benefits
VIEW
Boost
Return
Boost the return potential of the portfolio
VIEW
CLOSE
CLOSE
CLOSE
40%
60%
30%
7.5%
15%
40%
7.5%
30%
7.5%
12.5%
40%
5%
5%
15%
5%
25%
5%
5%
45%
Bonds
Equities
60%
60%
40%
40%
Bonds
Equities
60%
60%
40%
40%
Bonds
Equities
60%
60%
40%
40%
CLOSE
CLOSE
CLOSE
CLOSE
Volatility: -2.4%
Income: +1.1%
Volatility: -2.4%