Global Asset Allocation

Wellesley Investment Partners offers five globally diversified investment strategies with varying risk and return objectives. Strategies may provide exposure to a combination of U.S. and non-U.S. equities and fixed income, as well as commodities.

Notes and Disclosures

Holdings are as of 12/31/2015 and are representative of the Wellesley Investment Partners Global Asset Allocation strategies and are subject to change without notice based on the firm’s global investment views. Client portfolios are primarily composed of Exchanged Traded Funds (ETFs). ETFs are index-based investment products that allow you to buy or sell shares of entire portfolios of securities in a single security.

“Cash Equivalents” includes money market instruments and ETFs that hold investment grade fixed income securities with a maturity of one year or less. “U.S. Equities” includes ETFs that hold large, mid and small capitalization stocks domiciled in the United States. “Non-U.S. Equities” includes ETFs that hold large, mid and small capitalization stocks domiciled outside the United States. “U.S. Fixed Income” includes ETFs that hold primarily U.S. Government, corporate and mortgage fixed income securities of varying maturities. “Non-U.S. Fixed Income” includes ETFs that hold primarily non-U.S. Government and corporate fixed income securities of varying maturities. “Commodities” include ETFs that track commodities such as oil, natural gas, industrial metals, precious metals, agricultural materials and livestock.

Clients choose their investment strategies based on their particular investment objectives, time horizon and risk tolerance in consultation with Wellesley Investment Partners investment professionals.

Additional Disclosures