Panoramic Models
Symmetry Panoramic Models are built and managed with a disciplined, best-of-breed approach — grounded in evidence — that puts financial science on your side. Our Evidence-Based approach to investing draws on more than 90 years of data and research as well as the work of noted academics and economists such as Harry Markowitz, Eugene Fama and Ken French, and Andrew Ang, all of whom have provided powerful insights into investing.
Model Allocations
Panoramic Portfolio Models are built with Panoramic Funds and are broadly diversified and strategically allocated. They use the same Evidence-Based, data-driven investment approach, employ an exclusive blend of top Money Managers, and offer a world of smart diversification with:
| Capital Preservation 0/100 | Conservative 10/90 | Conservative 20/80 | Conservative 30/70 | Conservative Growth 40/60 | Conservative Growth 50/50 | Moderate 60/40 | Moderate Growth 70/30 | Growth 80/20 | Growth 90/10 | Aggressive Growth 100/0 | |
| US Equity | 5.9% | 11.8% | 17.6% | 23.5% | 29.4% | 35.3% | 41.2% | 47.0% | 53.0% | 57.6% | |
| Int'l. Developed Equity | 2.7% | 5.4% | 8.2% | 10.9% | 10.9% | 16.3% | 19.1% | 21.9% | 24.6% | 26.7% | |
| Emerging Market Equity | 0.9% | 1.7% | 2.6% | 3.5% | 3.5% | 5.3% | 6.1% | 7.0 % | 7.9% | 8.6% | |
| REITs | 0.5% | 1.0% | 1.5% | 2.0% | 2.0% | 3.1% | 3.6% | 4.1% | 4.6% | 5.0% | |
| Short-Term Fixed Income & Cash | 3.9% | 4.0% | 4.0% | 4.1% | 4.2% | 4.2% | 4.3% | 4.3% | 4.3% | 4.0% | 2.0% |
| Corporate Bonds | 27.8% | 24.6% | 21.7% | 18.8% | 15.8% | 12.9% | 8.6% | 6.1% | 3.7% | 1.4% | |
| Government Bonds | 56.1% | 50.2% | 44.% | 38.5% | 32.6% | 26.7% | 20.8% | 15.0% | 9.2% | 3.5% | |
| Municipal Bonds | 0.4% | 0.3% | 0.3% | 0.3% | 0.2% | 0.2% | 0.1% | 0.1% | 0.1% | ||
| Securitized Debt | 11.6% | 10.4% | 9.2% | 8.0% | 6.8% | 5.6% | 4.7% | 3.4% | 2.1% | 0.8% | |
| Fixed Income Forwards/Futures | 0.3% | 0.5% | 0.4% | 0.4% | 0.5% | 0.4% | 1.5% | 1.1% | 0.7% | 0.3% | |
World-Class Expertise
The Tax-Managed Mutual Funds and Models are built using a best-of-breed selection of noted money managers, each of whom offers unique expertise in:
- Leveraging the 8 factors of return identified by academic science as helping to decrease risk and/ or increase potential returns.*
- Smart tax-managed strategies that may significantly reduce how much you lose to taxes each year
Ready to learn more?
If you would like to learn more about Panoramic Funds and Models, contact us today!
Please note the funds are distributed by SEI Investment Distribution Company (SIDCO), member FINRA (https://brokercheck.finra.org/firm/summary/10690). SIDCO is not affiliated with Symmetry Partners, LLC, AQR Capital Management, Dimensional Fund Advisors, Vanguard, or J.P. Morgan Asset Management.
CONSIDER THE FUNDS’ INVESTMENT OBJECTIVE, RISK, AND CHARGES AND EXPENSES. THIS AND OTHER INFORMATION CAN BE FOUND IN THE FUNDS’ PROSPECTUS WHICH CAN BE OBTAINED BY CALLING 1-844-SYM-FUND (844-796-3863). PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.
RISK CONSIDERATIONS
There are risks involved in investing, including loss of principal. Asset allocation may not protect against market loss. Investment in the fund(s) is subject to the risks of underlying funds.
Symmetry Partners’ investment approach seeks enhanced returns by overweighting assets that exhibit characteristics that tend to be in accordance with one or more “factors” identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not ensure increased return over a market weighted investment and may lead to underperformance relative to the benchmark over the investor’s time horizon. The factors Symmetry seeks to capture may change over time at its discretion. Currently, the major factors in equity markets used by Symmetry and some associated academic research are: the market risk premium (Sharpe, William F. “Capital Asset Prices: A Theory of Market Equilibrium under Conditions of Risk.” The Journal of Finance, Vol. 19, No. 3 (Sept. 1964), 425-442.), value (Fama, Eugene and Ken French. “Common risk factors in the returns on stocks and bonds.” Journal of Financial Economics, 33, (1993), 3-56.), small (Banz, Rolf W. “The Relationship Between Return and Market Value of Common Stocks.” Journal of Financial Economics, 9 (1981), 3-18.), profitability (Novy-Marx, Robert. “The Other Side of Value: The Gross Profitability Premium.” Journal of Financial Economics, 108(1), (2013), 1-28. ), quality (Asness, Clifford S.; Andrea Frazzini; and Lasse H. Pedersen. “Quality Minus Junk.” Working Paper.), momentum (Jegadeesh,Narasimhan and Sheridan Titman. “Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency.” The Journal of Finance, Vol. 48, No. 1, (March 1993), 65-91), and minimum volatility (Ang, Andrew, Robert J. Hodrick, Yuhang Xing and Xiaoyan Zhang. “The Cross-Section of Volatility and Expected Returns.” The Journal of Finance, Vol. 61, No. 1 (Feb. 2006), pp. 259-299.) On the bond side, Symmetry primarily seeks to capture maturity and credit risk premiums (Ilmanen, Antti. Expected Returns: An Investor’s Guide to Harvesting Market Rewards. WileyFinance, 2011, p157-158 and 183-185.). All data is from sources believed to be reliable but cannot be guaranteed or warranted.
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Past performance is not indicative of future results. Therefore, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Symmetry Partners LLC), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners LLC or your advisor. Please remember to contact your advisor, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Symmetry Partners LLC is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. Information throughout our site and materials, whether stock quotes, charts, articles, or any other statements regarding market or client performance or other financial information is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.