About the Portfolio
The CAMS/AMS Core 12 Portfolio is a tactical, specialty strategy that invests in mainly ETF's.
- Strategic allocation model
- Equally-weighted diversified active ETF balanced strategy
- Approximately 65% Equities, 35% Fixed Income & Cash
- Broad exposure to 7 asset classes including equity, fixed income, real estate, commodities and emerging markets, covering 12 sub-categories
- Risk management uses trading stops on positions