HCM Separately Managed Accounts

9 portfolios  |  25 models


All American
 
All Weather
 
ALP
 
Dividend Income
 
Horizon Income
 
ILP ETF
 
ILP MF
 
Ultra Aggressive
 
Viper 2
 
Overview
Composition
Comparative Benchmark
Platforms

Investment Overview

The Investor Lifestyle Mutual Fund models (ILP MF) are designed for investors who seek a less active approach to investment management, and have a longer investment time horizon to allow assets to grow. These models range in target allocations and risk/return objectives from conservative, balanced and growth, investing in multi income investments and equities unconstrained by the market and its sectors.

Investment Strategy

The goal of the ILP MF models is to meet performance objectives over an extended investment period, and to provide investors a defense in times of market downturns. The models utilize HCM's Proactive Sector Rotation methodology to identify target equity and bond investments we believe have the best potential for return. The portfolios are blended to combine both bond and equity program strategies, striving to meet the investor's long-term performance objectives. Utilizing the HCM-BuyLine®, the ILP MF can go up to 100% cash or cash equivalents within its equity position to attempt to minimize loss in a market downturn.

Minimum

There is a $25,000 minimum to open an account in the ILP MF series.

Composition

The ILP MF series is blended to combine bond program strategies and equity program strategies. This allocation may vary at the discretion of the manager.

Equity Bond
ILP MF Conservative 45% 55%
ILP MF Balanced 65%  35% 
ILP MF Growth 80% 20%

Comparative Benchmark 

S&P 500 Reinvested HFRX Equity Hedge Index Barclay Capital US Aggregate Bond TR Index 
ILP MF Conservative 5% 40%  55%
ILP MF Balanced 5% 60%  35%
ILP MF Growth 5% 75%  20%