SGL Total Return Plus

The SGL Total Return Plus portfolio is designed for the risk-tolerant investor with a mid-term investment time horizon, and for the risk-neutral investor with a mid- to long-term outlook. The Targeted Performance for a SGL Total Return Plus portfolio over a complete market cycle is 80 percent of S&P 500 upside performance with 60 percent market risk. This portfolio model is typically 50–80 percent allocated in equity securities. Under normal market conditions, it will be approximately 65 percent allocated to equity securities and the approximate average equity beta will be less than or equal to 1. A primary emphasis is put on U.S. domiciled mid- to large-cap equities, although SGL Investment Advisors, Inc. may utilize other asset classes and capitalizations if opportunities present themselves.

Within the fixed income portion of the portfolio, under normal circumstances SGL Investment Advisors prefers to generate alpha via assuming a calculated amount of credit risk before taking undue interest rate risk. A primary emphasis is placed on taxable bonds denominated in U.S. dollars, although the advisor may invest in other fixed income classes as opportunities present themselves.