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Multi-Asset Class

Purpose Tactical Asset Allocation Fund

Overview
Portfolio Breakdown
Performance & Distributions
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The purpose of this fund

  • Systematic model monitors economic and market indicators daily to pinpoint changes in the environment, capturing upside in rising markets and protecting on the downside when they turn
  • Asset allocation can range from 100% equity to 100% fixed income, with discretion to include commodities and cash
  • Tax-efficient returns from its corporate class structure

Managed by -

Craig Basinger

As the Chief Investment Officer for Richardson GMP, Craig leads the management of more than $600M in assets across equity, bond and ETF strategies. The group’s strategy combines a top-down Market Cycle Framework with fundamental research to build strategies that help reduce volatility and risk.

FUND DETAILS

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YIELD

N/A

MGMT FEE

AUM

NAV

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