Lakefield Global Core Dynamic Re-Allocation Strategy
The Lakefield Global Core Dynamic Re-Allocation Strategy (‘Global Core DRS’) moves between equities, bonds and cash depending on short-term market outlook: Into equities in phases with positive outlook and into bonds and cash in phases with an unfavorable outlook for equities.
The investment decision is based on a structured process and supported by a comprehensive proprietary model live since January 2002.
Within equities, the mix of regions and sectors with the best expected risk return profile is chosen; within fixed income credit quality and maturities are chosen.
All investments are made through cost-efficient exchange traded funds (ETF).
