Sage Life-Strategy Growth

August
2024

Key Highlights

Accounts are opened in the client's name at Interactive Broker's LLC, and are covered by F.D.I.C and S.I.P.C insurance.
Clients have full online access to their investment account, For account security usernames and passwords are encrypted with Triple Data Encryption Standards (3DES) and nCipher hardware. Data in transit is encrypted using TLS1.2 protocol.
Simple fee structure, no front-end or back-end sales charges, no performance fees, the only charges are advisory fees and transaction costs.

Strategy Description

The Sage Life-Strategy Growth Portfolio features a global asset allocation designed for growth-oriented investors. Managed with the risk orientation of a growth investor, this portfolio invests in a mix of asset classes, including global fixed income, global equity, and alternative markets.
 
The portfolio maintains an optimized 70%/ 30% equity to fixed income ratio. It aims to capitalize on growth opportunities while managing risk effectively.
 
Investors seeking long term capital appreciation may find the Sage Life-Strategy growth portfolio suitable for their investment goals.
 
Investors should consider their individual needs and risk tolerance when evaluating growth portfolios.

Performance (VAMI)

3M
2.81%
YTD
4.34%
Since Inception
4.34%
Max DD
-2.89%

Fund Manager

James Bridgewater has worked in the financial services industry for over four decades, originally from London, UK, he commenced his career as a Futures & Options Trader, working for several large Investment Firms. 
James has spent the past 25 years as a discretionary portfolio manager designing and managing investment portfolio's for private client's who predominantly reside in the Caribbean region. 

General Information

CompanyO.I.A. LIMITED
Minimum Investment5,000 USD
LiquidityDaily
Management Fee2.00%
Performance Fee0.00%
Highwater MarkNo
CustodianInteractive Brokers LLC
Websiteoialtd.com

Instruments

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