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% | 16.48% | 3.91% | 29.21% | 7.08% | 9.40% | 13.35% |
BREB | BR Emerging Markets Bond | 15% | 8.60% | 2.47% | 20.00% | 0.77% | 1.78% | 10.43% |
JHHY | JH Horizon Global High Yield | 20% | 8.86% | 2.74% | 18.29% | 0.94% | 2.44% | 6.16% |
MSBO | MS Global Bond | 25% | 0.87% | 1.45% | 10.30% | -4.51% | -1.69% | 7.45% |
MSGB | MS Global Brands | 15% | 11.47% | 5.06% | 23.41% | 3.12% | 8.68% | 14.64% |
TKAS | FT K2 Alternative Strategies | 10% | 8.92% | 2.42% | 11.40% | 0.61% | 2.13% | 4.13% |
Average | 8.36% | 2.87% | 18.27% | 0.77% | 3.26% | 9.27% |
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% | -1.09% | -14.42% | -6.49% | -0.64% | 4.23% | 17.26% |
BREB | BR Emerging Markets Bond | 10% | 8.60% | 2.47% | 20.00% | 0.77% | 1.78% | 10.43% |
JHHY | JH Horizon Global High Yield | 20% | 8.86% | 2.74% | 18.29% | 0.94% | 2.44% | 6.16% |
MSGB | MS Global Brands | 25% | 11.47% | 5.06% | 23.41% | 3.12% | 8.68% | 14.64% |
MSGO | MS Global Opportunity | 20% | 27.68% | 16.17% | 54.73% | 0.32% | 12.21% | 26.62% |
SCSC | SCH Global Smaller Companies | 15% | 7.60% | 0.89% | 27.20% | -3.03% | 4.60% | 17.49% |
Average | 12.07% | 3.99% | 25.89% | 0.59% | 6.39% | 15.61% |
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% | 13.51% | 6.20% | 26.57% | -5.27% | 2.53% | 18.92% |
AHLG | Man AHL Diversified Guernsey | 15% | -1.09% | -14.42% | -6.49% | -0.64% | 4.23% | 17.26% |
INEE | NO European Equity | 15% | 12.02% | 1.16% | 29.41% | 1.37% | 5.49% | 18.68% |
MSEC | MS EM Corp Debt | 10% | 8.37% | 2.20% | 16.81% | 0.29% | 1.18% | 5.68% |
MSEG | MS US Growth | 25% | 23.42% | 20.17% | 60.02% | -15.67% | 9.91% | 41.82% |
SCSC | SCH Global Smaller Companies | 20% | 7.60% | 0.89% | 27.20% | -3.03% | 4.60% | 17.49% |
Average | 11.88% | 4.38% | 29.55% | -5.18% | 5.35% | 22.75% |
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% | 10.01% | 2.85% | 16.93% | 3.13% | 2.29% | 8.85% |
JHHYE | JH Horizon Global High Yield | 20% | 7.45% | 2.31% | 16.36% | -0.99% | 0.67% | 6.15% |
MFPWE | MFS Prudent Wealth | 15% | 5.85% | 3.05% | 12.73% | 1.68% | 4.38% | 6.95% |
MSGBE | MS Global Brands | 15% | 9.88% | 4.61% | 21.14% | 0.69% | 6.41% | 14.62% |
PMGBE | PIMCO Global Bond | 25% | 1.37% | 0.35% | 8.16% | -3.12% | -1.50% | 4.89% |
TKASE | FT K2 Alternative Strategies | 10% | 7.56% | 2.01% | 9.55% | -1.28% | 0.42% | 4.16% |
Average | 6.45% | 2.33% | 13.89% | -0.28% | 1.76% | 7.43% |
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% | -2.50% | -15.00% | -8.36% | -2.61% | 2.53% | 17.39% |
BRCEE | BR Continental European Flexible | 15% | 10.56% | 0.49% | 24.85% | 0.49% | 10.62% | 18.15% |
BREBE | BR Emerging Markets Bond | 10% | 10.01% | 2.85% | 16.93% | 3.13% | 2.29% | 8.85% |
MSCBE | MS Euro Corporate Bond | 20% | 4.44% | 2.22% | 10.35% | -1.08% | -0.12% | 5.12% |
MSGBE | MS Global Brands | 25% | 9.88% | 4.61% | 21.14% | 0.69% | 6.41% | 14.62% |
SCSCE | SCH Global Smaller Companies | 20% | 8.49% | 1.13% | 23.46% | -1.19% | 4.59% | 14.76% |
Average | 7.39% | 0.68% | 16.63% | -0.16% | 4.57% | 12.98% |
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% | 14.81% | 6.56% | 23.51% | -3.05% | 3.05% | 16.90% |
AHLGE | Man AHL Diversified Guernsey | 15% | -2.50% | -15.00% | -8.36% | -2.61% | 2.53% | 17.39% |
BRMCE | BR EM Corporate Bond | 10% | 6.38% | 2.22% | 13.97% | -2.43% | -0.50% | 5.75% |
INEEE | NO European Equity | 15% | 13.39% | 1.61% | 26.29% | 3.75% | 6.04% | 14.94% |
MSEGE | MS US Growth | 25% | 25.03% | 20.63% | 55.92% | -13.68% | 10.44% | 38.93% |
SCSCE | SCH Global Smaller Companies | 20% | 8.49% | 1.13% | 23.46% | -1.19% | 4.59% | 14.76% |
Average | 12.45% | 4.58% | 26.29% | -4.19% | 5.22% | 20.64% |
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% | 0.67% | 0.48% | 7.33% | -6.03% | -5.34% | 7.12% |
BRWBG | BR World Bond | 25% | 2.59% | 1.59% | 10.15% | -2.48% | -0.96% | 5.24% |
IVSB2G | Invesco Sterling Bond | 15% | 2.95% | 1.39% | 13.30% | 0.08% | 1.34% | 7.60% |
MFWG | MFS Prudent Wealth H | 10% | 5.10% | 2.83% | 15.78% | -0.72% | 3.62% | 8.99% |
MSGBG | MS Global Brands | 20% | 11.91% | 5.16% | 23.86% | 2.95% | 8.26% | 14.63% |
Average | 4.12% | 2.02% | 12.35% | -1.30% | 0.91% | 7.70% |
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% | 0.67% | 0.48% | 7.33% | -6.03% | -5.34% | 7.12% |
AHLGG | Man AHL Trend | 10% | -9.33% | -9.51% | -15.54% | -3.40% | -0.55% | 15.09% |
JHGEG | JH Global Equity | 20% | 15.74% | 2.68% | 26.48% | 3.34% | 9.95% | 14.65% |
MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
MSGBG | MS Global Brands | 25% | 11.91% | 5.16% | 23.86% | 2.95% | 8.26% | 14.63% |
MSUAG | MS US Advantage | 15% | 17.40% | 14.83% | 50.91% | -14.34% | 4.31% | 37.72% |
Average | 7.67% | 3.85% | 18.62% | -2.19% | 4.03% | 16.16% |
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% | -9.33% | -9.51% | -15.54% | -3.40% | -0.55% | 15.09% |
BRWTG | BR World Technology | 20% | 28.21% | 8.31% | 45.59% | 4.01% | 18.86% | 22.70% |
MFEEG | MFS Emerging Markets Equity | 15% | 16.58% | 6.66% | 26.01% | -2.08% | 1.54% | 16.71% |
MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
MSGBG | MS Global Brands | 25% | 11.91% | 5.16% | 23.86% | 2.95% | 8.26% | 14.63% |
SCECG | SCH Emerging Market Hard Currency | 10% | 5.13% | 2.57% | 12.55% | 0.41% | -0.55% | 8.22% |
Average | 9.93% | 3.15% | 17.62% | 1.14% | 7.00% | 16.05% |