The Sterling Global Allocation Strategy combines three of our investment methodologies into one all encompassed investment vehicle. The proportional allocation of investments is 50% to Sterling Tactical Rotation Strategy, 30% to Sterling Tactical Emerging Markets Strategy, and 20% to Sterling Tactical Bond Strategy.
An investor should consider the investment objectives, risks, charges and expenses of the underlying investments carefully before investing. The prospectus should be read carefully before investing in the overall strategy utilizing these investments.
Unique Approach
Sterling Global Strategies’ (SGS) unique approach that uses global asset allocation, cash as an asset class, and high conviction has the following potential benefits:
Possible reduction of market volatility
Potential loss mitigation during broad market collapses
Upside participation during bull markets