Kerrimuir Global Tactical Index

Kerrimuir Global Tactical Index is designed for growth-oriented investors seeking global diversification through market index ETFs, combined with a disciplined tactical allocation framework.

The portfolio incorporates commodities and alternative exposures to enhance diversification and provide potential hedges against inflation and market uncertainty.

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Portfolio Overview

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Investment Objective

The portfolio seeks long-term capital growth through global market exposure while accepting a higher level of volatility. Tactical asset allocation and disciplined rebalancing are used to manage risk and respond to evolving market conditions.

Portfolio Construction & Strategy

The portfolio focuses on globally diversified market index ETFs, providing transparent and efficient exposure across regions and asset classes. Tactical adjustments are made based on defined investment criteria rather than discretionary market timing.

Benchmark

Source: Morningstar Direct

Why Investors Choose Kerrimuir Global Tactical Index

This portfolio is often selected by investors who prefer a rules-based structure, broad diversification, and tactical flexibility within a disciplined framework.

Performance & Asset Allocation

Performance information is updated quarterly and reflects actual representative accounts.

Kerrimuir Global Balanced Portfolio Asset Allocation (as of Sept 30, 2025)

Returns should be assessed in the context of the portfolio’s higher-risk profile and long-term investment horizon.

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