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Sabrient Global Balanced Indices
The Sabrient Global Balanced Indices ("the Indices") were developed by Sabrient as a quantitative approach to selecting multiple asset classes using exchange-traded funds (ETFs). The Indices comprise a mixture of approximately 10-20 (or more) ETFs in core asset classes, including Canadian and Global Equity, Emerging Markets Equity, Global Real Estate, Fixed Income, Preferred Shares and Commodities.
The objective of the Indices is to provide an appropriate mix of equity and fixed income exposure for seeking both capital appreciation and income in varying importance, based on the specific index, with the potential for the equity portion to outperform on a risk-adjusted basis the broad market benchmarks.
Sabrient offers two Global Balanced Indices, one concentrating on income, the other on growth.
Sabrient Global Balanced Income Index (SBRGBI)
The Sabrient Global Balanced Income Index (SBRGBI) is designed to generate a high level of current income with long-term capital appreciation potential. The Index targets a roughly 50/50 balance between growth and income-oriented iShares ETFs. SBRGBI is tracked by iShares Balanced Income CorePortfolio™ Funds (CBD.TO).Here are the current holdings.
Sabrient Global Balanced Growth Index (SBRGBG)
The Sabrient Global Balanced Growth Index (SBRGBG) is designed balance strong long-term capital appreciation potential and current income, with a bias towards capital appreciation. The Index targets roughly an 80/20 balance between growth and income-oriented ETFs, with a growth bias. SBRGBG is tracked by iShares Balanced Growth CorePortfolio™ Funds (CBN.TO). Here are the current holdings.
These indices are available for sector-specific and cap-specific licensing.