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

A RECORD OF CONSISTENCY

While the Gateway strategy is equity-based, it is less dependent on the near-term performance of the stock market than most equity strategies. That's because it uses a broadly diversified equity portfolio as its foundation, but relies on the sale of index call options as an important source of return. The strategy remains consistent regardless of market conditions.

Gateway Index/RA Composite Annual Performance,
January 1, 1988 - March 31, 2014

Gateway Index/RA performance shown in this illustration is an asset-weighted composite of discretionary accounts under Gateway's management which share the same investment objectives and hedging strategies. The composite was created in January 1993. Prior to January 1, 1993, not all fully discretionary portfolios were represented in composites. Results shown for 1988 through 1992 are those of one representative account.

Gateway Index/RA Composite performance reflects the deduction of investment advisory fees and the reinvestment of dividends and other earnings . A more detailed description of Gateway's fees is included in Form ADV, Part 2. Past performance is no guarantee of future results. Annual Disclosure Presentation. Terms to know.

 
   


   


   
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