Global Index Strategies
Leader Capital Corp’s Global Index Strategies are passive strategies allocated on a top down basis. Listed below are the recommended Asset Allocations. Each Portfolio is comprised of approximately 10,000 underlying security holdings. This is achieved by the purchase of exchange traded funds. We advise clients to choose an appropriate risk level that meets their investment goals.
INVESTMENT PHILOSOPHY
Leader Capital Corp’s Global Index Strategies are designed to give investors long-term investment exposure to a broad array of asset classes. The combination of various asset classes seeks to reduce portfolio standard deviation (volatility) and beta, which are measures of risk. Clients choose a risk level they are comfortable with.
PROPRIETARY MODEL
We have developed a proprietary model based on standard deviations and correlations for asset class selection. Investing directly in asset classes removes single security and industry risk, thereby reducing portfolio beta. Our model focuses on reducing risk, while maximizing returns.
Benefits
- No Front Load Fees
- No Redemption Fees
- No 12B1 Marketing Fees
- Minimize Manager, Sector, & Individual Security Risk
- Simplifies the Investment Process
- Tax Efficient
- Asset Diversification
- Minimizes Fiduciary Risk
Investment Goals
- Long-term Capital Appreciation
- Protect Principle Through Diversification
- Low Volatility Returns
- Tax Efficient Portfolios
- Outperform Passive & Active Managers, on a fee risk adjusted basis
- Provide superior performance with less risk
Fixed Income Portfolio
Aggressive Portfolio
Moderate Portfolio
Conservative Portfolio
