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Ancorato Structured Note SMA
Flagship Strategy
AGSN
Anchored Growth Structured Notes
Actively Managed Structured Note Strategy
Overview
Strategy Overview
Client Risk Profile—
Inception—
Benchmark—
Nitrogen Risk Analytics
Nitrogen Scores
Current Nitrogen Risk Score and GPA for this strategy.
Nitrogen Risk Score
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Nitrogen GPA
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Perfect GPA
Performance
Strategy Performance
Return, standard deviation, and max drawdown are shown only for applicable strategy periods. Benchmark data uses the same comparison period and latest strategy month.
ANCORATO ANCHORED GROWTH VS. 60/40 BALANCED ALLOCATION COMPARISON
Data shown is net of fees.
| Period | AGSN Return | Benchmark Return | AGSN Std Dev | Benchmark Std Dev | AGSN Max Drawdown | Benchmark Max Drawdown |
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Recent Activity
View on LIGHTHOUSE
10 Most Recent Closed Notes
The 10 most recently closed notes for this strategy, sourced directly from LIGHTHOUSE.
Notes Shown
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Most recent closed notes
Average Gross Coupon Rate
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Average of the notes shown below
Average Annualized Return
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Average of the notes shown below
Average Duration Held
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Average of the notes shown below
| Close Date | Issuer | Underlier(s) | Gross Coupon | Closure | Duration Held | Annualized Return |
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Realized Results
Realized Note Performance
| Year | Notes Realized | Avg. Realized Return | Avg. Annualized Return | Avg. Duration Held |
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Composite Performance
Monthly Composite Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
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Investment Details
Investment Summary
Strategy-specific investment information pulled directly from the Investment Manager.
Advisory
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Institutional
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Available Accounts
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Available Platforms
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Custodians
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Tax Document
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Risk Profile
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Important Information