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Anchor Pacific Fortress Portfolio SMA

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Details

  • ​​Separately Managed Account Structure on AlignedOne

  • Account Minimum: $50,000

  • Valuation and Redemption Frequency: Daily

  • Portfolio Management Fee: 35 basis points

  • Portfolio Manager: Steven Adang, CFA, CAIA (Anchor Pacific Investments of ACPI)

  • Risk Rating: Medium

  • Category: Global Balanced

  • Exposure: Global Multi-asset

  • Benchmark: 18% Canadian Equities (XIU) / 42% World Equities (XWD) / 40% Canadian Bonds (XBB)

  • Current Portfolio: 22 ETFs and Mutual Funds

The Anchor Pacific Fortress Portfolio SMA is long-term orientation comprehensive investment program focused on a total return approach to capital management. The Portfolio is anchored by a full open architecture model encompassing the spectrum of global investment opportunities with a strategic balanced mix of traditional and alternative investment strategies designed to maximize expected returns within a prudent and disciplined risk framework.

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Allocations are monitored and updated quarterly and the portfolio will rebalance annually. All holdings are ETFs or prospectus-based mutual funds with daily liquidity.

Learn more about Anchor Pacific separately managed accounts
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