Sage Life-Strategy Balanced
November 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 Balanced portfolio combines both
stocks,
bonds, and alternatives
in its composition. By diversifying across asset classes, our balanced portfolio offers investors a middle ground, making it suitable for those seeking a mix of safety and growth. The current allocation is
5
0%
stocks,
40% bonds
, and
10% alternatives,
the portfolio aims to provide stability while allowing for potential returns.
Performance (VAMI)
3M
3.12%
YTD
11.85%
Since Inception
27.67%
Max DD
-17.02%
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
Company
O.I.A. LIMITED
Minimum Investment
5,000 USD
Liquidity
Daily
Management Fee
2.00%
Performance Fee
0.00%
Highwater Mark
No
Custodian
Interactive Brokers LLC
Website
oialtd.com
Instruments
Data and information is provided for informational purposes only. Past performance is not necessarily indicative of future results.