Fact Sheets

Find the latest fact sheets for each of Cabana's investment strategies.

Stay Invested – Responsive – Resilient - Tax-Efficient

The Multi-Strategy series is built using a combination of all three of Cabana’s core investment strategies: the Target Drawdown strategy, Target Leading Sector strategy and our newest strategy, Target Beta. This combination provides exposure to both active management and traditional allocation models. The Multi-Strategy Portfolios aggregate actively-managed Cabana ETFs with differing weightings to provide solutions across the suitability spectrum ranging, from conservative to aggressive.

Risk Management First

The Target Drawdown Series numerically quantifies acceptable levels of risk by identifying a “target drawdown” percentage at the onset of the investment process. The portfolios are constructed with the primary goal of minimizing losses where possible, and especially losses that exceed the applicable target drawdown parameter of each portfolio. This investment philosophy allows clients to remain fully invested at all times, set expectations for loss and actively participate in favorable market conditions.

Target Beta Fact Sheets

Access each of our Target Beta Series fact sheets below.

Target Beta 35 View Fact Sheet
Target Beta 50 View Fact Sheet
Target Beta 70 View Fact Sheet

Target Income Fact Sheet

Access the Target Income fact sheets below.

Target Income Portfolio View Fact Sheet