The bond strategy was designed to outperform during a rising interest rate environment by rotating between emerging market bonds, international bonds, domestic high-yield and investment grade bonds, TIPS, and cash. The strategy employs a risk management tool that allows 100% cash exposure during declining bond markets.
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.
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