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% 0.74% 4.75% 3.39% 6.60% 9.84% 18.86%
BREB BR Emerging Markets Bond 15% -1.48% 4.28% 4.77% 2.86% 6.08% 12.54%
JHHY JH Horizon Global High Yield 20% -0.07% 5.94% 5.37% 6.73% 9.09% 10.31%
MSBO MS Global Bond 25% -1.06% 2.57% 9.21% 4.22% 4.96% 5.93%
MSGB MS Global Brands 15% -1.43% 1.43% 9.22% 10.87% 13.83% 17.87%
TKAS FT K2 Alternative Strategies 10% 0.74% 4.61% 5.88% 2.67% 4.14% 5.84%
Average -0.53% 3.86% 6.57% 5.72% 7.93% 11.52%

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% 11.30% 11.08% 11.30% 4.29% 2.10% 17.15%
BREB BR Emerging Markets Bond 10% -1.48% 4.28% 4.77% 2.86% 6.08% 12.54%
JHHY JH Horizon Global High Yield 20% -0.07% 5.94% 5.37% 6.73% 9.09% 10.31%
MSGB MS Global Brands 25% -1.43% 1.43% 9.22% 10.87% 13.83% 17.87%
MSGO MS Global Opportunity 20% 1.38% 6.74% 48.66% 22.76% 25.96% 19.95%
SCSC SCH Global Smaller Companies 15% 4.31% 19.68% 13.42% 4.84% 11.49% 24.25%
Average 1.53% 7.38% 16.73% 10.06% 13.01% 17.13%

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% 5.62% 20.80% 29.53% 5.65% 14.76% 21.72%
AHLG Man AHL Diversified Guernsey 15% 11.30% 11.08% 11.30% 4.29% 2.10% 17.15%
INEE NO European Equity 15% 1.70% 12.48% 6.92% -0.75% 7.17% 23.62%
MSEC MS EM Corp Debt 10% -0.61% 3.96% 2.74% 3.23% 6.11% 8.47%
MSEG MS US Growth 25% 6.18% 11.11% 112.86% 39.60% 35.34% 28.39%
SCSC SCH Global Smaller Companies 20% 4.31% 19.68% 13.42% 4.84% 11.49% 24.25%
Average 5.14% 13.76% 38.34% 12.57% 15.35% 22.17%

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% -0.06% 1.29% -3.85% 3.27% 3.88% 10.90%
JHHYE JH Horizon Global High Yield 20% -0.10% 5.63% 3.53% 4.15% 6.79% 10.39%
MFPWE MFS Prudent Wealth 15% -0.09% 0.00% 3.86% 8.13% 6.38% 7.14%
MSGBE MS Global Brands 15% -1.46% 1.03% 6.99% 7.96% 11.19% 17.96%
PMGBE PIMCO Global Bond 25% -0.46% 0.86% 4.48% 2.15% 2.24% 4.27%
TKASE FT K2 Alternative Strategies 10% 0.64% 4.29% 4.09% 0.18% 1.77% 5.89%
Average -0.31% 2.12% 3.29% 4.29% 5.31% 9.13%

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% 9.15% 10.55% 9.15% 1.48% -0.29% 16.26%
BRCEE BR Continental European Flexible 15% 0.11% 12.62% 24.36% 12.88% 13.18% 20.56%
BREBE BR Emerging Markets Bond 10% -0.06% 1.29% -3.85% 3.27% 3.88% 10.90%
MSCBE MS Euro Corporate Bond 20% 0.07% 2.06% 3.15% 2.36% 3.49% 5.52%
MSGBE MS Global Brands 25% -1.46% 1.03% 6.99% 7.96% 11.19% 17.96%
SCSCE SCH Global Smaller Companies 20% 5.84% 16.00% 3.44% 4.59% 8.51% 22.04%
Average 1.74% 6.95% 7.25% 5.79% 7.53% 15.80%

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% 6.41% 16.69% 18.55% 5.95% 12.21% 19.66%
AHLGE Man AHL Diversified Guernsey 15% 9.15% 10.55% 9.15% 1.48% -0.29% 16.26%
BRMCE BR EM Corporate Bond 10% -0.94% 3.03% 4.74% 3.00% 4.88% 9.06%
INEEE NO European Equity 15% 2.54% 8.80% -2.06% -0.42% 4.79% 20.54%
MSEGE MS US Growth 25% 7.69% 7.85% 95.37% 40.15% 32.54% 27.64%
SCSCE SCH Global Smaller Companies 20% 5.84% 16.00% 3.44% 4.59% 8.51% 22.04%
Average 5.71% 10.87% 28.85% 12.31% 12.83% 20.69%

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% -0.08% 4.34% -7.62% -5.02% -1.19% 12.97%
BRWBG BR World Bond 25% -0.32% 1.04% 4.72% 3.17% 2.61% 5.41%
GATRG GAM Trading II 10% - 5.34% 2.29% 3.43% 1.44% 0.00%
IVSB2G Invesco Sterling Bond 15% -0.40% 2.09% 6.81% 4.28% 4.94% 3.77%
MFWG MFS Prudent Wealth H 10% -0.76% 3.41% 12.88% 6.84% 7.97% 7.43%
MSGBG MS Global Brands 20% -1.40% 1.43% 7.47% 9.38% 12.66% 17.98%
Average N/A 2.60% 3.69% 3.33% 4.63% 8.85%

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% -0.08% 4.34% -7.62% -5.02% -1.19% 12.97%
AHLGG Man AHL Trend 10% 0.83% 6.19% 0.21% 3.51% 4.82% 16.16%
JHGEG JH Global Equity 20% -0.45% 0.07% 14.30% 10.99% 16.75% 16.36%
MFEDG MFS Emerging Markets Debt 15% -1.91% -1.01% 0.00% 4.30% 7.39% 9.09%
MSGBG MS Global Brands 25% -1.40% 1.43% 7.47% 9.38% 12.66% 17.98%
MSUAG MS US Advantage 15% 2.14% 7.36% 67.46% 27.58% 26.23% 22.95%
Average -0.33% 2.59% 13.72% 8.92% 11.86% 16.13%

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% 0.83% 6.19% 0.21% 3.51% 4.82% 16.16%
BRWTG BR World Technology 20% 3.42% 13.76% 73.69% 38.07% 39.53% 21.98%
MFEEG MFS Emerging Markets Equity 15% 4.79% 19.47% 11.37% 2.59% 12.61% 20.47%
MFEV2G MFS European Value 15% -1.72% 3.33% 7.33% 7.98% 12.28% 16.23%
MSGBG MS Global Brands 25% -1.40% 1.43% 7.47% 9.38% 12.66% 17.98%
SCECG SCH Emerging Market Hard Currency 10% -1.03% -1.19% -2.27% 4.32% 6.77% 10.85%
Average 0.82% 7.34% 19.22% 12.50% 16.20% 17.91%