Strategy Overview

  • Using a momentum-based approach, the Strategy seeks to provide tactical exposure across global investment markets and asset types, including domestic and international equities, commodities, real estate and fixed income securities.
  • The use of active risk-hedging seeks to provide more consistent, less volatile results and downside protection.
     

Investment Objective

The Kensington Defender Strategy seeks capital preservation and total return. Total return consists of capital appreciation and income.

 

Tactical Allocation
as of 09/30/2024

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For illustrative purposes only

 

Disclosures

The Kensington Defender Strategy is managed by Kensington Asset Management, LLC and sub-advised by Liquid Strategies, LLC. Additional information about the Strategy and the adviser can be obtained by viewing company disclosure documents available upon request. Past performance does not guarantee future results.

Investing involves risk, including loss of principal. Risks specific to the Defender Strategy are detailed in the prospectus and include general market risk, credit risk, interest rate risk, management risk, equity securities risk, fixed-income securities risk, high-yield bond risk, foreign investment risk, emerging markets risk, real estate and REITs risk, commodities risk, currency risk, subsidiary risk, market risk, underlying funds risk, derivatives risk, limited history of operations risk, turnover risk, models and data risk, momentum risk or risk of the portfolio not performing as expected.

Advisory services offered through Kensington Asset Management, LLC, Barton Oaks Plaza, Bldg II, 901 S Mopac Expy – Ste 225, Austin, TX 78746.

Kensington Defender Strategy Materials

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Quarterly Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data

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Investor Presentation

Overview of our investment universe, philosophy, process and portfolio characteristics

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Monthly Commentary

Read the latest Commentary from Kensington Asset Management

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Investing involves risk. Principal loss is possible.

Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

This website is for informational purposes only and should not be construed as a solicitation to buy or sell, or to invest in any investment product or strategy. Investing in securities markets involves risk and the degree of risk varies by the type of investment or strategy. For a complete list of the risks associated with each of our Strategies, please review the Strategy Brochure and Factsheet. Materials such as blog posts, newsletters or commentary may contain information deemed to be correct and appropriate at a given time but may not reflect our current views or opinions due to changing market conditions. No information provided on this website should be viewed as, or used as a substitute for individualized investment advice.

Advisory services offered through Kensington Asset Management, LLC.

Kensington Asset Management, LLC is the Adviser to the Managed Income Fund, the Dynamic Growth Fund, the Active Advantage Fund, the Defender Fund and Kensington Hedged Premium Income ETF are distributed by Quasar Distributors, LLC. Member FINRA/SIPC. Kensington Asset Management, LLC is not affiliated with Quasar.

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