Destinations Strategies

Julex offers a suite of global asset allocation strategies designed to deliver targeted net returns at investors’ destinations (as illustrated below), which are defined as the expected time horizon for investors to achieve their goals. The strategies may be appropriate for investors with well-defined investment destinations and clear return expectations.

Destination

Number

Investment Horizon

(Years)

Destination

(Years)

Target Net Annual Return

(Expense including advisory and investment management fees are assumed to be  1.5%)

2 6-10 7.5 4.0%
3 11-15 12.5 5.0%
4 16-20 17.5 6.0%
5 21+ 22.5 7.0%

A dynamic global asset allocation strategy designed to provide a target net return of 4% over 7.5 years. The portfolio allocates 70% to a global tactical asset allocation strategy and 30% to high quality fixed income to maximize the probability of achieving the targeted return while limiting the downside risk. The strategy may be appropriate for investors who has an investment horizon of five to ten years. The portfolio normally holds 4-20 liquid global equity and fixed income ETFs.

A dynamic global asset allocation strategy designed to provide a target net return of 5% over 12.5 years. The portfolio allocates 80% to a global tactical asset allocation strategy and 20% to high quality fixed income to maximize the probability of achieving the targeted return while limiting the downside risk. The strategy may be appropriate for investors who has an investment horizon of 11 to 15 years. The portfolio normally holds 4-20 liquid global equity and fixed income ETFs.

A dynamic global asset allocation strategy designed to provide a target net return of 6% over 17.5 years. The portfolio allocates 90% to a global tactical asset allocation strategy and 10% to high quality fixed income to maximize the probability of achieving the targeted return while limiting the downside risk. The strategy may be appropriate for investors who has an investment horizon of 16  to 20 years. The portfolio normally holds 4-20 liquid global equity and fixed income ETFs.

A dynamic global asset allocation strategy designed to provide a target net return of 7% over 22.5 years. The portfolio allocates 100% to a global tactical asset allocation strategy to maximize the probability of achieving the targeted return while limiting the downside risk. The strategy may be appropriate for investors who has an investment horizon of over 20 years. The portfolio normally holds 4-20 liquid global equity and fixed income ETFs.