Our Asset Allocation Strategies
  Asset Allocation Targets Policy Objectives Equity vs.
Fixed Income
Growth Strategy
The Growth Strategy seeks long-term capital appreciation from a predominantly equity allocation (80%). This pool is intended for funds held for long term growth without concern for intermediate term volatility. This allocation has the highest exposure to stock market risk. 80% Equities
20% Fixed Income
Balanced Strategy
The balanced strategy seeks total return from an investment allocation of 60% equities and 40% fixed income investments. This allocation is intended for funds held for long term growth but with less exposure to stock market risk than the growth strategy. This allocation can still experience significant volatility. 60% Equities
40% Fixed Income
Conservative Strategy
The conservative strategy seeks income and some growth with a balanced allocation that favors fixed income (60%) over equities (40%). This pool is intended for long term funds seeking limited growth and only modest exposure. 40% Equities
60% Fixed Income
Bond Strategy
The bond strategy seeks conservative level of income and stability from portfolio invested exclusively in fixed income instruments. Intended for funds held for income without opportunities for significant capital appreciation. 0% Equities
100% Fixed Income
Money Market Strategy
The money market strategy seeks maintenance of capital and a stable fund value from a portfolio of short-term fixed income and cash (money market) instruments. Galileo periodically establishes a set rate of return of this strategy based on the overall interest rate environment. 100% Short Term