Multi-Asset

Dynamic Global Diversified / Global All Asset Strategies

The Dynamic Global Diversified (DGD) strategies provide exposure across six major assets classes: equity, fixed income sovereign, fixed income credit, commodities, foreign exchange, and real estate. Widening the scope of potential investments provides the opportunity to spread risk across different asset classes and geographies. Financial research has shown that diversification increases risk-adjusted returns. Our DGD portfolios allocate across the six major asset classes to improve diversification relative to the typical equity-and-bond portfolio. Innealta’s quantitative framework incorporates variables relevant to each sector and sub-sector within a given asset class, providing insight to the Investment Committee on relationships between and within asset classes, as well as the reward-to-risk profile.

Portfolios Across Multiple Risk Levels

Dynamic Global Diversified Brochure

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Dynamic Global Diversified 30/70 Factsheet
Dynamic Global Diversified 40/60 Factsheet
Dynamic Global Diversified 50/50 Factsheet
Dynamic Global Diversified 60/40 Factsheet
Dynamic Global Diversified 70/30 Factsheet
Dynamic Global Diversified 80/20 Factsheet
Dynamic Global Diversified 90/10 Factsheet
Dynamic Global Diversified 100/0 Factsheet