Specific InvestFlex™ Strategies can be used as individual portfolio components for
investors seeking added diversification within a diversified portfolio.
InvestFlex™ Fixed Income Strategy:
Factsheet
PDF
Objective: Achieve greater long term rates of return than the Barclays Aggregate Bond Index.
Seeks Opportunity across global fixed income sectors including Aggregate Bonds,
Investment Grade Bonds, High Yield Bonds, International Bonds, Emerging Market Bonds,
Preferred Stock and Treasury Inflation Protected Securities.
Potential Benefits: Provides additional return and added diversification to fixed income portfolio.
InvestFlex™ U.S. Sector Strategy:
Factsheet
PDF
Objective: Achieve greater long term performance with less risk than the S&P 500 Index.
Seeks Opportunity across the sectors of the S&P 500 Index attempting to increase allocations
to top performing sectors and reduce allocations to low performing sectors.
Potential Benefits: Active risk management, low cost and low correlated alternative product offering
comparable long term performance as S&P 500 Index with reduced risk and added diversification.
InvestFlex™ U.S. Sector Strategy featuring AlphaDEX®:
Factsheet
PDF
Objective: Achieve greater long term performance with less risk than the S&P 500 Index.
Seeks Opportunity across the sectors of the S&P 500 Index attempting to increase allocations to top performing sectors and reduce allocations to low performing sectors.
Potential Benefits: Active risk management, low cost and low correlated alternative product offering comparable long term performance as S&P 500 Index with reduced risk and added diversification.
*AlphaDEX® is a registered trademark of First Trust Portfolios, L.P.
InvestFlex™ U.S. Rotational Strategy:
Factsheet
PDF
Objective: Achieve greater long term performance with less risk than the S&P 500 Index.
Seeks Opportunity across the sectors of the S&P 500 Index attempting to increase allocations
to top performing sectors and reduce allocations to low performing sectors.
Potential Benefits: Active risk management, low cost and low correlated alternative product offering
comparable long term performance as S&P 500 Index with reduced risk and added diversification.
InvestFlex™ U.S. Rotational Long/Short Strategy:
Factsheet
PDF
Objective: Achieve greater long term performance with less risk than the S&P 500 Index.
Seeks Opportunity across the sectors of the S&P 500 Index attempting to increase allocations
to top performing sectors and reduce allocations to low performing sectors.
Potential Benefits: Active risk management, low cost and low correlated alternative product offering
comparable long term performance as S&P 500 Index with reduced risk and added diversification.
InvestFlex™ Commodity Sector Strategy:
Factsheet
PDF
Objective: Achieve greater long term risk adjusted returns than the Goldman Sachs Commodity Index.
Seeks Opportunity across various commodity sectors including Energy, Agriculture, Precious Metals,
Industrial Metals, Soft Commodities, Grains and Livestock attempting to increase allocations to top
performing sectors and reduce allocations to low performing sectors.
Potential Benefits: Active risk management, low cost, low correlated and liquid alternative commodity
product providing a hedge for inflation without the drawbacks of investing in a private hedge fund.
