WHAT IS HEDGED EQUITY?  
  MANAGING RISK  
  EFFICIENCY IN INVESTING  
  OUR TRACK RECORD  
 
 

AN INNOVATIVE APPROACH

Any plan to achieve your financial goals must include managing risk. The traditional approaches for managing risk involve:

  • Buy-and-hold approaches, which invest in bond funds, balanced funds or low-risk sector funds
  • Switching money between equities and money market funds or bonds, in response to market movements

The Gateway strategy provides an alternative to these traditional investment approaches. Historically, the strategy has:

  • Produced higher long-term returns than bonds with similar volatility
  • Remained insensitive to interest rate volatility
  • Offered a very effective means to counter market volatility while not being subject to the risks of switching between investment vehicles
  • Provided access to a diversified equity portfolio

Learn more about risk-adjusted performance.

 

 
   


   


   


   
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