ITS Global Premier

 
 

Strategy Objective

Seeks a high level of total return emphasizing capital appreciation through a flexible global multi-asset allocation approach.

FRAMEWORK

Active management is driven primarily by macro market trends and geo-thematic factors.

The strategy features a monthly trade capability, with investments structured in tiers.  Tier 1 contains the highest allocations, while Tier 3 contains the lowest.  Overall the portfolio may range between 100% equity and 100% fixed income.

For both equity and fixed income allocations, all fund categories are investable with the exception of leveraged funds, which are excluded.  The strategy has a +/-3% rebalance tolerance per position based upon model allocations.

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