ETF PM’s absolute return strategies target gains in both up and down markets. We employ rules-based trend following in an effort to deliver strong growth with principal protection. On a long-term basis, we target average annual returns well above 10%, with overriding risk limits of 8% to 12% per year.
In order to reduce risk and maximize client value, all of our absolute return portfolios may shift into cash as needed, and we do not charge a performance fee.
Past performance does not guarantee future results. See our disclosures for additional information.