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Portfolio designed to meet your (clients’) needs

Designed to adapt to changing markets

AIMS TO INCREASE EQUITY EXPOSURE IN UP MARKETS

AIMS TO REDUCE EQUITY EXPOSURE IN DOWN MARKETS

REQUIRES MINIMAL TRADING

TRADE ON THE CUSTODY PLATFORM OF YOUR CHOICE

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A SMART Portfolio is Dynamic

The tactical segment positions the portfolio to overweight equities in up markets while underweighting equities in down markets

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