MLD Core Fund

The Concept

1. 1The 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. 2Interest 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. 3The 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.