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Investment Solutions  /  Blended Solutions

Blended Solutions

LoCorr has expertise in combining low-correlation strategies to target specific investing outcomes, and improve a portfolio’s risk/return profile.

Why Combine Low-Correlating Strategies?

LoCorr Fund’s alternative solutions are designed to be non-correlated to traditional investments and have the potential to provide diversification when paired with a portfolio comprised of traditional investments.

We believe that performance can be enhanced by combining LoCorr strategies in unique sleeves within a portfolio, while potentially reducing risk. An ideal methodology for building an alternative sleeve is to combine two or three strategies that don’t correlate to each other, and don’t correlate to stocks and bonds.

By blending low-correlating strategies, these sleeves can deliver a more consistent return stream and provide a smoother ride across multiple market environments.

 

Explore LoCorr’s Sleeves of Low-Correlating Solutions

Picture of the Hedged Core SleevePicture of the Hedged Income Sleeve

 

Low-Correlating Sleeves at a GlancePerformance Summary | As of December 31, 2022
4Q22YTD1 Year3 Year5 Year10 YearSince
Inception1
Correlation
to S&P 5002
Overview
Hedged Core
(LFMIX 50 / LCSIX 50)
-0.61%10.79%10.79%8.68%6.75%6.40%7.95%-0.07
Hedged Growth
(LFMIX 33 / LCSIX 33 / LEQIX 33)
0.72%4.04%4.04%7.04%5.27%6.17%0.54
Hedged Income
(LFMIX 33 / LCSIX 33 / LSPIX 33)
0.12%3.32%3.32%7.26%6.10%6.14%0.60
Bloomberg US Aggregate Bond Index1.87%-13.01%-13.01%-2.71%0.02%1.06%1.40%0.27
ICE BofAML 3M T-Bill Index0.91%1.49%1.49%0.77%1.31%0.79%0.87%-0.17
S&P 500 Index7.56%-18.11%-18.11%7.66%9.43%12.56%10.55%1.00

Click here to view standardized performance for each fund.

Performance data quoted represents past performance; past performance does not guarantee 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. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 952.513.8195.

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