Overview
The Donoghue Forlines Tactical Allocation Fund (GTAIX, GTAAX & GLACX) is constructed using fundamental research to develop a top-down macro view with a global orientation. The fund uses a Global Tactical approach with exposure to three major asset classes—global equities, fixed income, and alternatives—in a single portfolio using low-cost ETFs.
Donoghue Forlines Tactical Allocation Fund targets long-term global macroeconomic trends while utilizing shorter term economic variables in analyzing potential price movements in the three main asset classes. The fund holds fixed income investments in almost all market conditions, but has immense flexibility in holding equities, alternatives and cash. As a result, the level of investment risk in this portfolio may be lower than similar moderate allocation mutual funds.
Diversification across regions and asset classes can be important for long-term investment success—it seeks to enable the fund to potentially reduce portfolio risk and volatility while producing returns. The fund invests in liquid, low-cost exchange-traded funds (ETFs) and exchanged-traded notes (ETNs) based on a long-term secular view with tactical positioning during the shorter-term business and credit cycles.
Investment Objectives: The Donoghue Forlines Tactical Allocation Fund’s (the “Fund”) investment objective is to provide long-term capital appreciation.
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