Merisis PMS
SmartBlend ETF Strategy
An actively managed, long-only multi-asset strategy built on ETFs.
Investment Objective
This is an actively managed, long-only discretionary strategy investing across asset classes - domestic equity, international equity, debt, gold, silver and cash - via Exchange Traded Funds, matched to the client's risk profile. The objective is capital appreciation and income through a diversified portfolio of ETFs, REITs, INVITs and direct mutual funds, using quantitative and qualitative research.
Key Characteristics
- ·Multi-asset: equity, debt, precious metals, cash, REITs, INVITs
- ·ETFs as the primary underlying instrument
- ·Active asset allocation, long-only
- ·May include international exposure via fund-of-fund structures
- ·Growth, value and momentum styles used to select instruments
Fee Structure
Merisis SmartBlend ETF fee structure. Performance fee applies only on returns above the hurdle rate, subject to high water mark.
Disclosures
Full details are in the PMS Disclosure Document. See all regulatory documents at /regulatory. Past performance is not indicative of future results. Investments are subject to market risk.
Ready to invest?
Onboard directly through the Wealth Spectrum investor portal, or submit a mandate to speak with our team.
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