GREAT Moderate Allocation Portfolio
Targeted exposure to equities and fixed income through a balanced multi-asset allocation framework
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Moderate Allocation Portfolio
Portfolio Asset Allocation as of Nov 02, 2026
Portfolio Asset Allocation
as of Nov 02, 2026
- Equities91.42%
- Fixed income8.58%
- Cash0.00%
- Derivatives0.00%
- Commodities0.00%
Portfolio Details
The GREAT Moderate Allocation Portfolio provides diversified exposure across global equity and fixed income markets. Constructed using a rules-based allocation methodology, the portfolio maintains balanced exposure aligned with moderate risk objectives.
Investment Objective
The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure across global equity and fixed income markets through a balanced allocation framework, while managing concentration, liquidity, and structural risks inherent to multi-asset investing.
Important Information & Disclosures
This information is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. The portfolio is constructed using a passive, rules-based methodology and does not seek to outperform any benchmark. Investments are subject to market risk, including the possible loss of principal. Past performance, if shown, is not indicative of future results. Regulatory treatment, investor protections, and taxation may vary by jurisdiction. Investors should consider the portfolio’s objectives, methodology, and risks carefully before investing.
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Portfolio Documents
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| Portfolio | 1Y (CAGR) |
|---|---|
| GREAT Broad Market Enhanced Portfolio | 205.88% |
| GREAT Broad Market Growth Portfolio | 78.72% |
| GREAT Performance Efficiency Portfolio | 50.29% |
| GREAT Performance Leaders Portfolio | 137.56% |
Frequently Asked Questions
The portfolio has exposure to a mix of equity and fixed income instruments across global markets. It focuses on maintaining a balanced allocation between growth-oriented assets and income-generating securities through a structured, rules-based approach.
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