The SGL Growth Advantage portfolio is designed for the risk-tolerant investor with a mid- to long-term investment time horizon. The Targeted Performance for this portfolio is greater than 100 percent of the S&P 500 upside performance with 100 percent market risk over a complete market cycle. The SGL Growth Advantage portfolio allows SGL’s portfolio managers asset allocation flexibility in order to maximize upside potential. The approximate average equity beta should be expected to be greater than 1.
The SGL Growth Advantage portfolio is not designed for the risk-averse investor. An SGL Growth Advantage client should expect more volatility compared to other portfolio classes of SGL Investment Advisors Inc. This more aggressive strategy also necessitates a more active trading strategy; therefore turnover ratios will tend to be higher in a Growth Advantage portfolio.