Funds Descriptions & Overview

Please see below an overview description for the funds offered by Saga Select:

Asset Allocation Fund

This fund has been successfully managed with a 20+ year track record with excellent performance, particularly in difficult years. The main goal of the fund is to optimize asset allocation between short-term liquidity, shares and bonds, with a neutral allocation of a third of each.

Tactical European Equity Fund

With a multi-manager advisory team, the fund invests mainly in European equities. However, depending on macroeconomic circumstances, the fund might be under invested in equities or decide to protect its positions by selling futures on the indexes.

Global Investment Grade Bond Fund

The fund aims to achieve income and capital appreciation by investing in investment grade bonds to enable investors to profit from a conservative and diversified exposure to the global fixed income market.