Access the same risk parity strategy as RPAR but with a higher target return and risk. The fund will diversify its allocations amongst four asset classes – equities, commodities, Treasury bonds (Treasuries), and Treasury inflation-protected securities (TIPS). Portfolio is structured to target a risk comparable to equities. Seeks to generate positive returns during periods of economic growth, preserve capital during periods of economic contraction, and preserve real rates of return during periods of heightened inflation.

Asset class

Equity

Issuer

RPAR

Domicile

US

Inception date

Jan 2, 2022

Holdings

10

ISIN

US8863645953