Mutual Funds and EFTs

Investing globally can help investors meet challenges

Allocating across global markets can provide the flexibility and broad opportunity set to help investors find all sources of return; reduce correlations within a portfolio to cushion the impact of volatility; and help improve a portfolio’s ESG rating

RETURNS

Global flexibility and broader opportunity set are important in generating long-term out performance

ProtectiOn

Building a globally diversified portfolio that includes traditional asset classes and alternatives can help reduce the impact of volatility

SUSTAINABILITY

Sustainable investing is a global story and a growing focus for many investors which will reshape portfolios

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How WSI calculates “better returns”. Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions.

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