The VCM Balanced ETF Strategy’s main objective is to achieve a balanced return by investing in a combination of asset classes. The portfolio consists of multiple exchange traded funds (ETFs) and is invested through the use of a disciplined research process. The asset allocation of this model is a distinct and differentiating factor. The composite is allocated 60% to the global equity markets and 40% to the global fixed income markets.
The benchmark is 60% MSCI All World Index (net of all tax withholding), 40% Barclays US Aggregate Bond Index, blended monthly. Creation date: January 1, 2015. Inception date: June 1, 2009.
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