Multi-Asset Growth Fund – Latest Commentary
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Diversification does not assure a profit, nor does it protect against a loss in a declining market.
For the latest Multi-Asset Growth Fund standardized performance, please click here
The blended benchmark consists of 60% MSCI World Index/40% Bloomberg Barclays Global Aggregate Index and has been reconstituted to be more reflective of how the Adviser expects to manage the Fund. Definitions can be found in the site Glossary.
Asset and sector allocation are subject to change any time and should not be considered a recommendation to buy or sell any security.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance current to the most recent month-end may be obtained by calling (213) 633-8200.