Designed to expand the investment toolkit and to target specific investment drivers
The Six Circles Funds are purposefully created to play a specific role in our discretionary portfolios. They are not meant to be standalone funds, but should work in concert with other investments within the diversified portfolios being managed.
The Six Circles Funds complement a traditional portfolio by targeting specific investments designed to increase returns and/or reduce risk in a cost-effective way. This approach allows the investment team to express its insights through targeted views and isolating factors, all while considering the exposures at the aggregate portfolio level.
Below are the mutual funds currently available within the Six Circles suite. Over time, we expect this suite to expand.