Seeks to provide a target level of income, that is determined on an annual basis, using State Street’s strategic asset allocation process to drive income generation across a diversified base of asset classes.
Rebalancing Frequency
Annually
Key Facts
- Multi-Asset, open architecture and global asset allocation to diversify sources of income
- Employs strategic asset allocation framework to generate target level of income
- Cost efficient through the use of Exchange Traded Funds as the underlying investment vehicle
- Portfolio distribution frequency is subject to underlying ETF distribution frequency and third party platform provider distribution capabilities