SAM®/SAM® Select Sample Allocations
The
Strategic Asset Management®/SAM® Select Portfolios offer a turnkey solution for investors who wish to enjoy the benefits of a diversified, professionally managed portfolio that proactively responds to perceived market conditions.
Investors may pursue their goals through various asset management strategies that reflect a wide range of objectives from conservative to aggressive.
Legend Advisory's
Interactive Investor Profile can help you determine the portfolio that may be best suited to your investment goals.
SAM®
Bond |
SAM®
Preservation |
SAM®
Balanced |
SAM®
Total Return |
SAM®Select
Global Capital Appreciation |
SAM®Select
Global Capital
Growth |
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Investor Profile |
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Designed for investors who want exposure to mutual funds that invest exclusively in non-equity asset classes. |
Designed for investors who have a low tolerance for market volatility or a shorter time frame in which to invest. |
Created for investors who wish to achieve risk-adjusted, market-based returns while reducing overall portfolio volatility. |
Developed for investors who seek higher returns, but do not wish to invest solely in equities. |
Suitable for investors with a higher degree of risk tolerance. |
Appropriate for investors who aggressively seek capital appreciation. |
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Objectives |
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Seeks to reduce volatility within the investment portfolio. |
Seeks primarily to preserve capital and secondarily to attain capital appreciation. Typically, a greater portion of client assets will be invested in domestic and international bonds with a lesser portion allocated to equities. |
Seeks to strike a balance between growth and income by investing in both domestic and international equities and debt instruments. Assets may be more heavily weighted in either the debt or equity markets depending on market conditions. |
Seeks capital appreciation by emphasizing domestic and international equities, while maintaining some exposure to debt instruments. |
Seeks capital appreciation by diversifying assets among the domestic and inter-
national equity markets, while maintaining a lesser allo-
cation to domestic and/or international bonds. |
Seeks capital growth through equity investing. This portfolio allocates assets primarily to the domestic and international equity markets, while maintaining some exposure to global emerging equity markets. |
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The above illustrations are designed to provide a general representation of each portfolio's securities holdings.
This is a hypothetical example only and is not indicative of the specific allocation the portfolios will employ at any given time. Legend Advisory Corporation provides no guarantee as to results and cannot assure that the objectives of the investment concept will be realized. Some investment decisions will result in a profit and others in losses.
The principal value of an investment may fluctuate so that an investor’s shares, when sold, may be worth more or less than their original cost.
Investment in foreign securities involve risks relating to political and economic developments abroad, foreign taxation, currency exchange rate fluctuations, and differences in accounting standards.
Diversification does not assure a profit or protect against market loss.
The investment management process for the Bond portfolio differs from the process used to manage the other five portfolios.
Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the mutual fund, can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.