Radix Financial is thrilled to expand our flagship investment strategies through Radix Financial First Pillar Ltd. Investing in First Pillar allows investors to benefit from our professional expertise in a convenient, diversified, and cost-effective manner. Saving time and effort for investors who lack the resources to research and manage multiple investments on their own.
Our flagship Global Growth strategy blends an actively managed large-cap equity core portfolio of 25 individual companies with best-in-class passive ETFs, investment grade fixed income (bonds), and tactical alternative exposures that together serve to lower portfolio volatility and achieve high risk-adjusted returns for our investors.
The Fund's asset allocation strategy reflects an investment of approximately 80% of the Fund's assets in a globally diversified mix of large-, mid-, and small-capitalization equity investments and 20% to investment grade fixed income, cash, or cash equivalents. Up to 15% of the Fund may be invested in illiquid alternative asset classes.
The First Pillar Income Reserve strategy reflects an investment in a diversified mix of direct and indirect short- and intermediate-term fixed income (bonds); cash; and cash equivalent securities.
The bulk of the Fund shall be invested in investment grade, US dollar-denominated, fixed and variable-rate securities with a weighted average maturity of less than 10 years. Up to 20% of the Fund may be invested in non-investment grade fixed income securities, convertible securities, private credit, and/or structured notes.