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Sierra Tactical
ALL ASSET FUND

The Sierra Tactical All Asset Fund, previously known as the Sierra Core Retirement Fund, is a low-volatility, highly diversified mutual fund that is best suited for investors with a conservative risk tolerance and/or in or approaching retirement.

The primary focus of the Fund is to mitigate overall volatility while producing total investment returns consistent with a conservative allocation.

This may be achieved by employing an unusually broad diversification across investment categories and also by limiting downside risk, thanks to a strict sell discipline and extensive diversification. The portfolio is spread across a wide variety of asset classes including corporate credit, alternative strategies, sovereign debt, commodities, currencies and global stocks.

On a daily basis, the price movements of all portfolio holdings are monitored and measured versus their normal fluctuations. The risk tolerance of any specific investment is subject to strict measures of historical volatility. Deviations outside of defined bands of risk result in an exit from the investment and into more defensive alternatives.

Managers seek to outperform the Morningstar Allocation - 15% to 30% Equity Category.

 

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Effective July 1, 2017 the benchmark for the Sierra Tactical All Asset Fund has changed to the Morningstar Allocation – 15% to 30% Equity Category, which is comprised of portfolios which seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 15% and 30%.

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Sierra Strategic
INCOME FUND

The Sierra Strategic Income Fund is a highly diversified mutual fund best suited for conservative investors who seek to preserve capital.

The primary focus of the Fund is to preserve capital while producing total investment returns in excess of a broad, market-weighted bond index. 

This may be achieved by employing an unusually broad diversification across investment categories and also by preserving capital, thanks to a strict sell discipline and extensive diversification.

The portfolio is spread across a wide variety of asset classes including government bonds, corporate credit, sovereign debt, and global stocks.

On a daily basis, the price movements of all portfolio holdings are monitored and measured versus their normal fluctuations. The risk tolerance of any specific investment is subject to strict measures of historical volatility. Deviations outside of defined bands of risk result in an exit from the investment and into more defensive alternatives. 

Managers seek to outperform the Barclay’s Capital Aggregate Bond index. 

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The benchmark for the Sierra Strategic Income Fund is the Bloomberg Barclays U.S. Aggregate Bond Index, which is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market.

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SIERRA

If you have additional questions or are looking for more specific information, we would be happy to speak with you directly.

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