Find the Right Portfolio for Your Client Not sure which of ICON's tactical allocation portfolios may best suit you or your client? Reading our portfolio overviews below will give you a snapshot of each portfolio -- and help guide your decision.
Remember, however, that ICON’s tactical allocation portfolios are available exclusively through financial professionals, who can help you determine how they might best be used to pursue your long-term investment goals.
Don’t have a financial adviser? Visit the Financial Planning Association to help find one in your area.
Overview of ICON Investment Strategies ICON offers seven tactical allocation portfolios, targeted to a variety of investment objectives, time horizons, and risk tolerances. The Portfolios have at least a $25,000 minimum. For lower investment minimums, see ICON's mutual funds. If your client has substantial assets to invest, consider our High-Net-Worth Account Portfolios.
|
U.S. Growth Portfolio† view details
The U.S. Growth Portfolio, formerly known as the Tactical Portfolio, strives to increase the value of your account through a rise in the market price of securities or NAV of funds (capital appreciation) invested in U.S. sector, diversified, and bond mutual funds. Relative Risk Profile: Moderate to High Investment Minimum: $25,000
U.S. Moderate Portfolio† view details
The U.S. Moderate Portfolio, formerly known as the Balanced Portfolio, strives to increase the value of your account through a rise in the market price of securities or NAV of funds (capital appreciation) and to a lesser extent, providing income from investment assets invested in U.S. sector, diversified, and bond mutual funds. The proportions of equity and fixed-income assets will vary through time, although ICON’s U.S. Moderate Portfolio will generally invest a greater portion of assets in equity investments than ICON’s U.S. Conservative Portfolio would. Relative Risk Profile: Moderate Investment Minimum: $25,000
U.S. Conservative Portfolio† view details The U.S. Conservative Portfolio, formerly known as the Income/Equity Portfolio, strives to increase the value of your account through a rise in the market price of securities or NAV of funds (capital appreciation) and to provide income from investment assets invested in U.S. sector, diversified, and bond mutual funds. The proportions of equity and fixed-income assets will vary through time, although ICON’s U.S. Conservative Portfolio will generally invest a greater portion of assets in fixed-income and dividend-paying investments than ICON’s U.S. Moderate Portfolio would. Relative Risk Profile: Low to Moderate Investment Minimum: $25,000
International Growth Portfolio view details The International Growth Portfolio, formerly known as the International Portfolio, strives to increase the value of your account through a rise in the market price of securities or NAV of funds (capital appreciation) invested in international mutual funds. Relative Risk Profile: Moderate to High Investment Minimum: $25,000
Global Growth Portfolio† view details
The Global Growth Portfolio, formerly known as the Frontier Growth Portfolio, strives to increase the value of your account through a rise in the market price of securities or NAV of funds (capital appreciation) invested in U.S. diversified and sector, bond, and international mutual funds. Relative Risk Profile: Moderate to High Investment Minimum: $25,000
Global Moderate Portfolio† view details The Global Moderate Portfolio, formerly known as the Frontier Moderate Portfolio, strives to increase the value of your account through a rise in the market price of securities or NAV of funds (capital appreciation) and to a lesser extent, providing income from investment assets invested in U.S. diversified and sector, bond, and international mutual funds. The proportions of equity and fixed-income assets will vary through time, although ICON’s Global Moderate Portfolio will generally invest a greater portion of assets in equity investments than ICON’s Global Conservative Portfolio would. Relative Risk Profile: Moderate
Investment Minimum: $25,000
Global Conservative Portfolio† view details The Global Conservative Portfolio, formerly known as the Frontier Conservative Portfolio, strives to increase the value of your account through a rise in the market price of securities or NAV of funds (capital appreciation) and to provide income from investment assets invested in U.S. diversified and sector, bond, and international mutual funds. The proportions of equity and fixed-income assets will vary through time, although ICON’s Global Conservative Portfolio will generally invest a greater portion of assets in fixed-income and dividend-paying investments than ICON’s Global Moderate Portfolio would. Relative Risk Profile: Low to Moderate Investment Minimum: $25,000
† Effective January 3, 2011, Tactical Portfolio was renamed U.S. Growth Portfolio; Balanced Portfolio was renamed U.S. Moderate Portfolio; Income/Equity Portfolio was renamed U.S. Conservative Portfolio; International Portfolio was renamed International Growth Portfolio; Frontier Growth Portfolio was renamed Global Growth Portfolio; Frontier Moderate Portfolio was renamed Global Moderate Portfolio; and Frontier Conservative Portfolio was renamed Global Conservative Portfolio.
* Industries subject to change. As of September 30, 2011. This number may vary over time.
This relative risk profile shows our assessment of the potential volatility of the ICON-managed portfolios relative to one another and should not be used to compare the portfolios to other types of investments. Each Portfolio has its own strategy and risk/reward profile, and a Portfolio’s risk profile is subject to change.
Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results. An investment concentrated in sectors and industries may involve greater risk and volatility than a more diversified investment, and the Technology sector has been among the most volatile sectors in the market.
Investments in international securities may entail unique risks, including political, market, regulatory and currency risks. Financial statements of foreign companies are governed by different accounting, auditing, and financial standards than U.S. companies and may be less transparent and uniform than in the United States. Many corporate governance standards, which help ensure the integrity of public information in the United States, do not exist in foreign countries. In general, there is less governmental supervision of foreign stock exchanges and securities brokers and issuers.
Investing in fixed income securities such as bonds involves interest rate risk. When interest rates rise, the value of fixed income securities generally decreases. High-yield bonds involve a greater risk of default and price volatility than U.S. Government and other higher-quality bonds.
Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor
|
|
