Adaptive. Opportunistic. Yield-Focused.
Overview
The ELITE Strategic Income Sleeve seeks to deliver attractive risk-adjusted yield by blending traditional fixed income with opportunistic allocations across credit, global debt, and alternative income sources. With flexibility to adapt as markets shift, this sleeve enhances portfolio income while maintaining a disciplined, risk-aware framework.
What Sets SMART Apart
Broader Opportunity Set – Goes beyond traditional bonds to include credit, global debt, and alternative income strategies.
Adaptive Allocation – Adjusts with market conditions to capture yield where opportunities are strongest.
Risk-Aware Construction – Emphasizes stability and downside awareness even while seeking higher income.
Income Enhancement – Designed to complement core fixed income allocations by boosting yield potential.
Role in the Portfolio
The Strategic Income Sleeve acts as a yield enhancer within the fixed income allocation. It balances the stability of traditional bonds with the flexibility of opportunistic income strategies, providing investors with a more consistent cash flow profile while diversifying sources of return.
Ideal Client Fit
Investors seeking higher yield potential without abandoning risk discipline
Clients open to global and alternative income sources for diversification
Advisors looking to enhance portfolio income while preserving balance and stability