Enhanced Pension Plus Fund
A core portfolio holding blending a tactical balanced approach with pension-style diversification and alternative assets targeting stability and enhanced returns.
The Pension Fund Advantage
The Enhanced Pension Plus Fund targets consistent risk-adjusted returns that out perform the typical 60/40 balanced portfolio. Our long term strategic asset allocation includes alternative investments that can help reduce portfolio volatility and add additional layers of return.
An enhanced return potential is driven by disciplined security selection, sector rotation, inclusion of alternative assets and strategic use of derivative strategies.
A Pension Style of Diversification
Shift from traditional public markets.
Including assets with low correlation to public markets can enhance diversification, reducing exposure to market drops and provide stability beyond the traditional 60/40 portfolio.
Target Real Returns
Alternative Assets Can Help Your Portfolio
Alternative assets can enhance total returns by accessing unique investments and strategies, improving portfolio risk-return profiles over the long term.
Risk Mitigation Strategies
Private equity & debt may help lower risk.
Alternative investments can mitigate risk, reducing drawdowns, or at least the timing, and offering resilience as private equity-backed companies may outperform during economic downturns.
Active Management Overlay
Active management employs stock selection, sector rotation, derivatives, and options to enhance diversification, hedge risks, and generate consistent, value-driven returns
Individual Stock Selection
Individual stock selection focuses on a value-based approach, targeting equities at perceived discounts to enhance portfolio performance and long-term value.
Sector Rotation
Sector rotation aims for capital preservation from portfolio allocations with sustainable trends and value-oriented assets, prioritizing consistent returns over short-term market waves.
Hedging
Hedging through actively managed derivatives and futures enhances diversification, mitigates risks, and creates additional income streams aiming for up to an additional 2-3% for investors.
Income from Valuation Dislocation
Income from value dislocation leverages options strategies like covered calls and cash-covered puts, capitalizing on market disparities to generate high-return opportunities tempered to target 1-2% of additional alpha.
Enhanced Pension Plus Fund Performance
Cumulative Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | Inception* | -1.4 | -0.1 | 4.5 | 9.9 | 2.6 | 8.0 |
|---|
Growth of $10,000 Invested Since Inception†
Monthly Returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 0.1 | 0.1 | 1.9 | -2.2 | 1.9 | 0.7 | -0.8 | 0.6 | 0.5 | 1.2 | 0.9 | 4.7 | |
| 2020 | 0.1 | -2.5 | -8.4 | 3.1 | 2.5 | 1.2 | 2.7 | 2.3 | 0.6 | -0.6 | 5.1 | 4.7 | 10.6 |
| 2021 | 1.9 | 4.7 | 4.1 | 1.8 | 1.6 | 1.7 | 1.2 | 1.2 | -0.5 | 2.6 | -1.1 | 4.4 | 26.0 |
| 2022 | -1.3 | -0.5 | 2.2 | -2.2 | -1.4 | -6.9 | 4.6 | -1.7 | -4.1 | -0.6 | 5.8 | -3.1 | -9.5 |
| 2023 | 7.0 | -0.6 | 0.3 | 0.3 | -2.4 | 1.5 | 0.9 | -0.8 | -3.6 | -0.7 | 4.6 | 2.0 | 8.4 |
| 2024 | 1.4 | 1.6 | 0.4 | -0.5 | 1.7 | 0.5 | 2.5 | 0.4 | 1.7 | -0.7 | 2.0 | -1.4 | 9.9 |