Suggested Strategy

Conservative Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
ABLV AB Low Vol Equity Portfolio 15% 13.36% 4.73% 24.37% 9.90% 10.35% 18.58%
BREB BR Emerging Markets Bond 15% -0.59% 1.15% 6.89% 4.53% 3.55% 12.51%
JHHY JH Horizon Global High Yield 20% 1.75% 0.79% 10.46% 7.54% 7.34% 10.30%
MSBO MS Global Bond 25% -2.91% 0.36% 1.36% 4.71% 3.10% 5.84%
MSGB MS Global Brands 15% 12.23% 4.85% 19.37% 14.42% 14.20% 17.23%
TKAS FT K2 Alternative Strategies 10% 2.30% 0.00% 9.12% 3.41% 3.57% 5.88%
Average 3.60% 1.86% 10.94% 7.35% 6.82% 11.36%

Balanced Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
AHLG Man AHL Diversified Guernsey 10% 10.23% 1.79% 18.83% 11.23% 5.05% 16.22%
BREB BR Emerging Markets Bond 10% -0.59% 1.15% 6.89% 4.53% 3.55% 12.51%
JHHY JH Horizon Global High Yield 20% 1.75% 0.79% 10.46% 7.54% 7.34% 10.30%
MSGB MS Global Brands 25% 12.23% 4.85% 19.37% 14.42% 14.20% 17.23%
MSGO MS Global Opportunity 20% 5.17% -1.30% 30.70% 20.95% 23.80% 20.76%
SCSC SCH Global Smaller Companies 15% 12.82% -1.71% 39.03% 7.88% 10.39% 24.17%
Average 7.33% 1.15% 21.50% 12.06% 12.20% 17.02%

Aggressive Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
ACEM AB Emerging Markets Growth 15% -3.78% -8.51% 15.29% 5.83% 8.76% 21.51%
AHLG Man AHL Diversified Guernsey 15% 10.23% 1.79% 18.83% 11.23% 5.05% 16.22%
INEE NO European Equity 15% 9.90% -0.61% 22.08% 5.13% 8.84% 23.20%
MSEC MS EM Corp Debt 10% 0.29% 1.82% 6.92% 5.02% 4.27% 8.41%
MSEG MS US Growth 25% 14.65% 6.26% 49.35% 36.88% 34.02% 31.00%
SCSC SCH Global Smaller Companies 20% 12.82% -1.71% 39.03% 7.88% 10.39% 24.17%
Average 8.71% 0.31% 29.27% 14.63% 14.41% 22.56%

Conservative Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
BREBE BR Emerging Markets Bond 15% 3.39% 3.45% 6.36% 4.03% 2.08% 10.83%
JHHYE JH Horizon Global High Yield 20% 1.26% 0.61% 9.44% 5.28% 5.11% 10.38%
MFPWE MFS Prudent Wealth 15% 7.96% 4.99% 9.61% 8.69% 7.44% 6.45%
MSGBE MS Global Brands 15% 11.57% 4.61% 17.88% 11.75% 11.59% 17.26%
PMGBE PIMCO Global Bond 25% -1.38% 0.90% 0.55% 2.28% 1.00% 4.29%
TKASE FT K2 Alternative Strategies 10% 1.75% -0.18% 8.00% 1.17% 1.30% 5.92%
Average 3.52% 2.29% 7.90% 5.41% 4.57% 8.92%

Balanced Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
AHLGE Man AHL Diversified Guernsey 10% 11.16% 1.92% 18.75% 9.15% 2.95% 16.31%
BRCEE BR Continental European Flexible 15% 18.30% 9.38% 45.57% 18.31% 16.18% 20.46%
BREBE BR Emerging Markets Bond 10% 3.39% 3.45% 6.36% 4.03% 2.08% 10.83%
MSCBE MS Euro Corporate Bond 20% 0.64% 0.97% 3.95% 3.04% 2.33% 5.49%
MSGBE MS Global Brands 25% 11.57% 4.61% 17.88% 11.75% 11.59% 17.26%
SCSCE SCH Global Smaller Companies 20% 17.08% 0.36% 37.40% 6.78% 8.27% 22.06%
Average 10.64% 3.36% 22.09% 8.97% 7.95% 15.61%

Aggressive Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
ACEME AB Emerging Markets Growth 15% -0.32% -6.48% 14.53% 5.34% 7.31% 19.67%
AHLGE Man AHL Diversified Guernsey 15% 11.16% 1.92% 18.75% 9.15% 2.95% 16.31%
BRMCE BR EM Corporate Bond 10% -1.34% 1.13% 5.20% 4.33% 2.80% 9.01%
INEEE NO European Equity 15% 13.78% 1.49% 21.29% 4.78% 7.21% 20.21%
MSEGE MS US Growth 25% 19.27% 8.71% 48.68% 36.27% 32.13% 30.40%
SCSCE SCH Global Smaller Companies 20% 17.08% 0.36% 37.40% 6.78% 8.27% 22.06%
Average 11.79% 1.90% 28.36% 13.75% 12.59% 21.34%

Conservative Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
ABHYG AB Global High Yield 20% -0.54% 0.23% 4.53% -3.44% -2.90% 12.95%
BRWBG BR World Bond 25% -0.39% 1.36% 1.36% 3.75% 1.65% 5.43%
GATRG GAM Trading II 10% -3.99% -1.51% 3.34% 2.09% 0.58% 0.00%
IVSB2G Invesco Sterling Bond 15% -0.27% 1.03% 2.88% 4.68% 3.83% 3.85%
MFWG MFS Prudent Wealth H 10% 4.03% 2.52% 10.30% 8.30% 7.97% 7.08%
MSGBG MS Global Brands 20% 12.51% 4.99% 19.55% 13.23% 13.14% 17.27%
Average 2.26% 1.64% 6.95% 4.64% 3.89% 8.69%

Balanced Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
ABHYG AB Global High Yield 15% -0.54% 0.23% 4.53% -3.44% -2.90% 12.95%
AHLGG Man AHL Trend 10% 6.28% 1.53% 9.49% 8.92% 5.65% 15.82%
JHGEG JH Global Equity 20% 12.34% 5.29% 22.19% 13.00% 14.92% 16.37%
MFEDG MFS Emerging Markets Debt 15% -3.32% 1.84% -2.51% 3.59% 2.82% 8.90%
MSGBG MS Global Brands 25% 12.51% 4.99% 19.55% 13.23% 13.14% 17.27%
MSUAG MS US Advantage 15% 10.19% 4.52% 35.98% 27.38% 24.85% 24.83%
Average 7.17% 3.45% 15.97% 10.93% 10.55% 16.18%

Aggressive Strategy

Fund Code Fund Name Allocation YTD 3 m 1 yr 3 yrs ann. 5 yrs ann. 3 yr Vol.
AHLGG Man AHL Trend 15% 6.28% 1.53% 9.49% 8.92% 5.65% 15.82%
BRWTG BR World Technology 20% 6.11% 4.50% 34.95% 31.05% 33.74% 23.26%
MFEEG MFS Emerging Markets Equity 15% -3.59% -6.86% 15.71% 2.10% 7.26% 20.06%
MFEV2G MFS European Value 15% 6.48% 3.13% 15.12% 8.87% 10.10% 16.09%
MSGBG MS Global Brands 25% 12.51% 4.99% 19.55% 13.23% 13.14% 17.27%
SCECG SCH Emerging Market Hard Currency 10% -2.09% 2.49% -1.51% 3.68% 2.69% 10.60%
Average 5.52% 2.07% 17.77% 12.87% 13.75% 17.83%