Portfolio
PRESERVA
Designed to replace traditional stock and bond allocations
Description
With a sophisticated blend of strategies aimed at enhancing returns while managing risks, the fund is available in two formats-Conservative and Aggressive-catering to different risk appetites and investment goals. Preserva combines the best elements of traditional portfolios with advanced techniques such as momentum/trend strategies and options strategies, providing investors with a risk-managed approach to portfolio growth.
Downloadable
Fact Sheet