EB Dynamic Portfolio and EB Neutral Portfolio are two
tactical funds. In other words, allocation between the different asset classes can change taking into account the upper and lower limits for each class (= leeways). The system enables a certain amount of
responsiveness to changes in the economic situation in the markets. This flexibility provides a significant benefit.
The following asset classes can be invested in:
Equities
Bonds
Cash
Real estate
The structure of these funds enables an optimal response to changes in the markets. For long-term investments – which is generally the case for AG Employee Benefits – the funds provide
an option complementing our fixed allocation line of funds(Rainbow Blue, Rainbow Indigo, Rainbow Green, Rainbow Orange et Rainbow Red).
In the shorter term and/or under certain market conditions, (such as a rising or falling market for a given asset class), these funds can also generate additional returns by increasing or reducing exposure to this asset class.
The difference between the EB Dynamic Portfolio and EB Neutral Portfolio funds consists in their exposure to certain asset classes: EB Dynamic Portfolio implements a more risky investment approach through greater exposure to equities.
The strategic allocation of the two funds is as follows:
There are no geographical restrictions: the two funds invest worldwide.
AG Employee Benefits favours a
diversified approach:
Different investment styles: the differences enable alternating between asset classes, sectors, etc. depending on market circumstances.
Different fund managers: only the best managers are selected, in a completely independent manner. Managers whose performance is not up to par can be replaced.
This diversification ensures
better risk allocation. In addition, returns are not dependent on a single source or a single asset class.
The result? Consistent returns and lower volatility.
More information about our other funds.
Of course, your sales contact is also at your disposal for any questions.