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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Risk Level:
Medium - Low
Performance
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Fund Overview
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Learn more about MLD Wealth Management and the team.