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MLD Core Fund

The Fund:

A diversified multi-asset strategy with an institutional-style approach that applies a systematic, tactical model to allocate across various global asset classes with the goal of achieving a stable total return.

The Concept:


1. The 60% equity / 40% fixed income portfolio asset mix that has worked well over the last 30 years of secular interest rate declines may not provide investors with the same risk-return profile going forward.

2. Interest rates and volatility are expected to trend higher over the next 5 to 10 years, warranting a more institutional style of investing that can tactically navigate multiple global asset classes.

3. The Result: MLD Core Fund tactically allocates capital across asset classes globally, diversifying capital in the proper markets with the goal of achieving a healthy return

Key Ideas:


A solution for investors who seek to generate a stable total return and long term capital growth.

Enhanced multi-asset strategy that will tactically shift its strategic asset allocation in accordance with market conditions in order to achieve its outcome.

Allocates to lower-correlation alternative asset classes such as globally listed infrastructure to actively manage volatility.

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Fund Structure
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Risk Level:


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Medium - Low

Performance

  • Fund Overview

    Top 10 Holdings

    Holding Holding Weight
  • Daily Nav

Learn more about MLD Wealth Management and the team.