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% | 3.31% | 2.77% | 15.21% | 5.76% | 8.18% | 13.11% |
| BREB | BR Emerging Markets Bond | 15% | 1.82% | 2.36% | 14.95% | -1.56% | 0.75% | 10.49% |
| JHHY | JH Horizon Global High Yield | 20% | 1.51% | 1.26% | 8.91% | -1.52% | 2.19% | 6.10% |
| MSBO | MS Global Bond | 25% | -3.94% | -2.10% | -1.97% | -6.55% | -1.76% | 7.26% |
| MSGB | MS Global Brands | 15% | 0.05% | -0.31% | 6.42% | 1.92% | 7.59% | 14.72% |
| TKAS | FT K2 Alternative Strategies | 10% | 4.29% | 4.38% | 5.56% | -0.57% | 1.37% | 3.97% |
| Average | 0.52% | 0.89% | 7.33% | -1.08% | 2.61% | 9.18% |
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% | 20.45% | 19.87% | 19.90% | 8.54% | 9.94% | 17.26% |
| BREB | BR Emerging Markets Bond | 10% | 1.82% | 2.36% | 14.95% | -1.56% | 0.75% | 10.49% |
| JHHY | JH Horizon Global High Yield | 20% | 1.51% | 1.26% | 8.91% | -1.52% | 2.19% | 6.10% |
| MSGB | MS Global Brands | 25% | 0.05% | -0.31% | 6.42% | 1.92% | 7.59% | 14.72% |
| MSGO | MS Global Opportunity | 20% | 12.31% | 12.23% | 36.10% | -3.44% | 10.19% | 26.72% |
| SCSC | SCH Global Smaller Companies | 15% | 0.26% | 3.45% | 3.76% | -4.30% | 3.39% | 17.39% |
| Average | 5.04% | 5.36% | 14.66% | -0.46% | 5.95% | 15.63% |
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% | 0.48% | 5.08% | -1.82% | -10.18% | -0.56% | 18.10% |
| AHLG | Man AHL Diversified Guernsey | 15% | 20.45% | 19.87% | 19.90% | 8.54% | 9.94% | 17.26% |
| INEE | NO European Equity | 15% | 5.09% | 8.37% | 9.17% | -0.56% | 4.27% | 17.95% |
| MSEC | MS EM Corp Debt | 10% | 1.65% | 1.67% | 8.05% | -1.64% | 0.81% | 5.59% |
| MSEG | MS US Growth | 25% | 0.06% | 6.87% | 23.31% | -18.65% | 4.57% | 42.58% |
| SCSC | SCH Global Smaller Companies | 20% | 0.26% | 3.45% | 3.76% | -4.30% | 3.39% | 17.39% |
| Average | 4.14% | 7.57% | 11.47% | -6.02% | 3.95% | 22.68% |
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% | 4.92% | 4.37% | 18.13% | 2.52% | 1.98% | 8.84% |
| JHHYE | JH Horizon Global High Yield | 20% | 1.07% | 0.88% | 6.95% | -3.25% | 0.29% | 6.09% |
| MFPWE | MFS Prudent Wealth | 15% | 0.89% | 1.55% | 8.48% | 1.91% | 4.26% | 6.75% |
| MSGBE | MS Global Brands | 15% | -0.47% | -0.76% | 4.24% | -0.34% | 5.19% | 14.70% |
| PMGBE | PIMCO Global Bond | 25% | -1.15% | -0.22% | 1.59% | -4.22% | -1.50% | 4.72% |
| TKASE | FT K2 Alternative Strategies | 10% | 3.93% | 4.04% | 3.62% | -2.23% | -0.48% | 3.99% |
| Average | 1.12% | 1.30% | 6.78% | -1.31% | 1.35% | 7.34% |
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% | 20.32% | 19.78% | 17.47% | 6.91% | 8.14% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 10.68% | 13.91% | 15.31% | 4.52% | 12.24% | 17.84% |
| BREBE | BR Emerging Markets Bond | 10% | 4.92% | 4.37% | 18.13% | 2.52% | 1.98% | 8.84% |
| MSCBE | MS Euro Corporate Bond | 20% | 0.28% | 1.12% | 6.98% | -2.50% | -0.33% | 5.06% |
| MSGBE | MS Global Brands | 25% | -0.47% | -0.76% | 4.24% | -0.34% | 5.19% | 14.70% |
| SCSCE | SCH Global Smaller Companies | 20% | 3.12% | 5.54% | 6.34% | -0.76% | 4.13% | 14.33% |
| Average | 4.69% | 5.64% | 9.58% | 0.88% | 4.91% | 12.85% |
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% | 3.03% | 7.13% | 0.53% | -6.53% | 0.57% | 15.91% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 20.32% | 19.78% | 17.47% | 6.91% | 8.14% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | 0.74% | 1.02% | 4.61% | -4.29% | -0.70% | 5.66% |
| INEEE | NO European Equity | 15% | 7.81% | 10.35% | 11.74% | 3.51% | 5.46% | 13.98% |
| MSEGE | MS US Growth | 25% | 3.08% | 8.93% | 26.67% | -15.27% | 5.84% | 39.84% |
| SCSCE | SCH Global Smaller Companies | 20% | 3.12% | 5.54% | 6.34% | -0.76% | 4.13% | 14.33% |
| Average | 6.14% | 9.03% | 12.86% | -3.82% | 4.34% | 20.48% |
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% | -1.62% | -1.06% | 1.68% | -7.20% | -5.75% | 7.08% |
| BRWBG | BR World Bond | 25% | -1.87% | -1.08% | 1.85% | -4.09% | -1.01% | 5.07% |
| IVSB2G | Invesco Sterling Bond | 15% | -0.99% | 0.58% | 6.03% | -1.32% | 1.24% | 7.38% |
| MFWG | MFS Prudent Wealth H | 10% | -1.37% | -0.35% | 6.29% | -2.22% | 2.76% | 8.65% |
| MSGBG | MS Global Brands | 20% | 0.20% | -0.20% | 6.72% | 1.74% | 6.97% | 14.71% |
| Average | -1.04% | -0.47% | 3.68% | -2.53% | 0.45% | 7.60% |
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% | -1.62% | -1.06% | 1.68% | -7.20% | -5.75% | 7.08% |
| AHLGG | Man AHL Trend | 10% | 8.48% | 11.84% | 9.63% | 2.55% | 5.06% | 12.99% |
| JHGEG | JH Global Equity | 20% | 12.78% | 14.21% | 20.38% | 5.92% | 9.82% | 14.25% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | 0.20% | -0.20% | 6.72% | 1.74% | 6.97% | 14.71% |
| MSUAG | MS US Advantage | 15% | 2.64% | 6.74% | 23.59% | -16.60% | 1.43% | 38.22% |
| Average | 3.37% | 5.51% | 10.68% | -1.89% | 3.75% | 15.96% |
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% | 8.48% | 11.84% | 9.63% | 2.55% | 5.06% | 12.99% |
| BRWTG | BR World Technology | 20% | 15.00% | 13.70% | 39.39% | 3.29% | 17.37% | 22.43% |
| MFEEG | MFS Emerging Markets Equity | 15% | 0.30% | 6.10% | 2.06% | -8.36% | -2.26% | 16.19% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | 0.20% | -0.20% | 6.72% | 1.74% | 6.97% | 14.71% |
| SCECG | SCH Emerging Market Hard Currency | 10% | 2.44% | 4.01% | 8.65% | -0.01% | 0.23% | 8.13% |
| Average | 4.32% | 6.15% | 11.89% | 0.60% | 6.73% | 15.62% |