Objectives
Flextrend provides tactical exposure to US equity and credit markets. Allocation shifts between risk and conservative assets are primarily driven by changing market price trends. Exposure to equities and credit can be significantly reduced in periods of market stress. These portfolios attempt to reduce losses due to an extended market downtrend.
Market Exposure: Exposure to risk assets and conservative assets remains relatively static over time.
Considerations: These portfolios are partially allocated to defensively managed equity, and fixed income strategies to further diversify risk. These types of strategies may underperform in trendless or choppy market environments.