Total Return Plus
The SGL Total Return Plus strategy is designed for the risk tolerant investor with a mid-term investment time horizon or a risk neutral investor with a mid to long-term outlook. The Total Return portfolios are typically 60-65% allocated in equity securities with the remainder of the portfolio allocated to fixed income securities and cash balances. A primary emphasis is put on US domiciled mid to large cap securities. The SGL Total Return Plus strategy targets 80% of the S&P 500’s upside potential with 50% of the downside risk over the course of a complete market cycle.