A Strategic Complement to Tactical Portfolios
These profiles reflect ICON’s goals for 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. Please consult your Financial Representative before investing in the portfolios to determine that these strategies fit with your overall investment goals. ICON monitors all portfolios on an ongoing basis and rotates fund positions periodically as market conditions and opportunities change.
Generally, Growth portfolios utilize mutual funds with a greater exposure to equity investments relative to other ICON-managed portfolios, resulting in what ICON considers a higher risk of loss than a more conservative ICON-managed portfolio.
Generally, Moderate portfolios invest in mutual funds with equity investments as well as mutual funds with fixed income investments, to increase, in ICON’s view, the importance of capital preservation relative to an ICON-managed Growth portfolio.
Generally, Conservative portfolios seek to preserve an investment portfolio’s value by investing in mutual funds which tend to have a higher exposure to fixed income investments while maintaining a smaller allocation to mutual funds with equity investments relative to an ICON-managed Growth or Moderate portfolio.
The SBIPs available to investors are:
Keep up with monthly performance returns and the current positioning of the ICON Portfolios. Please click here for the most recent copy of ICON's Form ADV, Part 2.