The Lakefield Allocation Gears are an investment strategy that allows for joint decision of the investor and Lakefield Partners with regards to the portfolio risk at any point in time.
The strategy includes four portfolios:
- Lakefield Allocation Gear 1 (equity range between 0% and 25%)
- Lakefield Allocation Gear 2 (equity range between 25% and 50%)
- Lakefield Allocation Gear 3 (equity range between 50% and 75%)
- Lakefield Allocation Gear 4 (equity range between 75% and 100%)
Based on advice from Lakefield Partners the investor decides in which “gear” he/she would like to be at a particular point in time.
Within each gear, Lakefield Partners manages the portfolio in a dynamic way within the given equity range. The portfolio includes global equities, bonds and cash and is constructed based on the short-term outlook. All investments are made in exchange traded funds (ETF).
The strategy aims at maximizing risk-adjusted returns within the defined equity range. It is based on the same investment process and proprietary model as Lakefield Multi Asset Dynamic Re-Allocation Strategy.