The Importance of Asset Allocation
AdvisorOne Amerigo Fund
US> Multi-Cap > Growth
Jan 25, 2007
For the managers of the AdvisorOne Amerigo Fund, it is much more important to be in the right part of the market than in the right security. Designed as a fund of funds that can be used as a core holding by advisors, the fund invests primarily in ETFs spread across multiple sectors, styles, and countries. Its risk budgeting strategy allows it to be well diversified and, at the same time, to take enough risk for bringing additional return.
Risk Allocator, Not Asset Allocator
AdvisorOne CLS Shelter Fund
GL> Natural Resources/Materials >
Sep 14, 2016
Stocks can potentially deliver gains in the long term as long as investors can stomach extended periods of market declines. However, sometimes investors are too quick to leave markets without benefiting from long-term returns. AdvisorOne CLS Shelter Fund employs a strategy designed to provide downside as well as upside protection, using volatility as an effective gauge.