Blends core broad-market index ETFs along with sector, thematic, strategy & factor index ETFs
Investment Rationale
Get the low-cost benefits of ETFs and have an all-weather portfolio that lets you stay with the market tide plus get return boosters through themes and strategies. Here’s how this ETF portfolio is built:
- Uses traditional broad market-cap based equity indices along with allocations to other asset classes for the core.
- Layers on thematic and factor-based indices for the satellite. Allocations shift between indices to suit ongoing market flavour. Generate alpha or protect downside based on markets!
- Ensures you ride themes and sectors at the right time. Satellite indexes and allocations decided based on market conditions, sector prospects, and right timing.
- Core allocations generally stable, with some tweaks to tackle equity market gyrations.
- Core-satellite mix lets you sail with the markets, hedge risks, and get market-plus returns through tactical allocations to sectors and strategies.
