Suggested Strategy
Conservative Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| ABLV | AB Low Vol Equity | 15% | 16.32% | 5.31% | 7.86% | 11.37% | 7.94% | 10.23% |
| BREB | BR EM Bond | 15% | 11.31% | 3.79% | 10.20% | 4.76% | 4.21% | 5.11% |
| JHHY | JH Global HY | 20% | 11.39% | 4.02% | 8.83% | 8.94% | 5.69% | 3.53% |
| MSBO | MS Global Bond | 25% | 7.22% | 3.74% | 6.21% | 2.79% | 1.11% | 4.63% |
| MSGB | MS Global Brands | 15% | 22.80% | 7.55% | 16.05% | 15.41% | 10.02% | 10.79% |
| TKAS | FT K2 Alt Strategies | 10% | 5.55% | 1.69% | 1.78% | 4.04% | - | 3.61% |
| Average | 12.20% | 4.41% | 8.61% | 7.62% | N/A | 6.14% |
Balanced Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| AHLG | Man AHL Diversified Guernsey | 10% | 12.03% | 8.92% | 12.00% | 1.85% | 4.45% | 15.77% |
| BREB | BR EM Bond | 10% | 11.31% | 3.79% | 10.20% | 4.76% | 4.21% | 5.11% |
| JHHY | JH Global HY | 20% | 11.39% | 4.02% | 8.83% | 8.94% | 5.69% | 3.53% |
| MSGB | MS Global Brands | 25% | 22.80% | 7.55% | 16.05% | 15.41% | 10.02% | 10.79% |
| MSGO | MS Global Opp | 20% | 26.56% | 7.58% | 3.49% | 22.46% | 16.00% | 13.71% |
| SCSC | SCH Global Smaller Companies | 15% | 15.19% | 4.01% | -7.41% | 8.83% | 4.67% | 12.50% |
| Average | 17.90% | 6.08% | 7.59% | 12.12% | 8.41% | 10.11% |
Aggressive Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| ACEM | AB Emerging Markets Growth | 15% | 15.93% | 1.60% | -9.81% | 7.71% | 0.96% | 16.16% |
| AHLG | Man AHL Diversified Guernsey | 15% | 12.03% | 8.92% | 12.00% | 1.85% | 4.45% | 15.77% |
| INEE | INV European Equity | 15% | 10.69% | 3.37% | -4.70% | 11.03% | 2.53% | 13.04% |
| MSEC | MS EM Corp Debt | 10% | 8.32% | 2.87% | 8.17% | 5.26% | 3.86% | 3.19% |
| MSEG | MS US Growth | 25% | 30.74% | 7.89% | 13.53% | 26.82% | 16.67% | 18.02% |
| SCSC | SCH Global Smaller Companies | 20% | 15.19% | 4.01% | -7.41% | 8.83% | 4.67% | 12.50% |
| Average | 17.35% | 5.15% | 2.34% | 12.09% | 6.68% | 14.07% |
Conservative Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| BREBE | BR EM Bond | 15% | 10.90% | 3.11% | 12.87% | 3.56% | 8.01% | 7.39% |
| JHHYE | JH Global HY | 20% | 9.80% | 3.25% | 5.70% | 6.45% | 4.00% | 3.54% |
| MFPWE | MFS Prudent Wealth - E | 15% | 10.13% | 2.92% | 8.72% | 7.29% | 9.49% | 6.91% |
| MSGBE | MS Global Brands | 15% | 20.97% | 6.65% | 12.44% | 12.56% | 8.21% | 10.81% |
| PMGBE | PIMCO Global Bond - Euro | 25% | 4.00% | 1.90% | 2.92% | 0.87% | 1.92% | 2.23% |
| TKASE | FT K2 Alt Strategies | 10% | 3.94% | 0.86% | -1.31% | 1.46% | - | 3.63% |
| Average | 9.65% | 3.11% | 6.84% | 5.17% | N/A | 5.40% |
Balanced Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| AHLGE | Man AHL Diversified Guernsey - Euro | 10% | 10.11% | 7.93% | 8.26% | -0.71% | 2.66% | 14.91% |
| BRCEE | BR Cont Euro Flex | 15% | 23.78% | 8.21% | 3.80% | 12.08% | 8.51% | 12.50% |
| BREBE | BR EM Bond | 10% | 10.90% | 3.11% | 12.87% | 3.56% | 8.01% | 7.39% |
| MSCBE | MS Euro Corp Bond | 20% | 6.11% | 2.78% | 4.03% | 2.84% | 2.57% | 2.26% |
| MSGBE | MS Global Brands | 25% | 20.97% | 6.65% | 12.44% | 12.56% | 8.21% | 10.81% |
| SCSCE | SCH Global Smaller Companies - Euro | 20% | 14.69% | 3.18% | -5.55% | 7.00% | 7.96% | 12.32% |
| Average | 15.07% | 5.19% | 5.49% | 7.21% | 6.50% | 9.72% |
Aggressive Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| ACEME | AB Emerging Markets Growth - Euro | 15% | 15.63% | 1.14% | -7.12% | 6.61% | 4.70% | 15.71% |
| AHLGE | Man AHL Diversified Guernsey - Euro | 15% | 10.11% | 7.93% | 8.26% | -0.71% | 2.66% | 14.91% |
| BRMCE | BR EM Corp Bond | 10% | 6.20% | 2.32% | 5.33% | 2.41% | 2.29% | 2.97% |
| INEEE | INV European Equity | 15% | 10.25% | 2.89% | -1.97% | 9.83% | 6.33% | 11.59% |
| MSEGE | MS US Growth - Euro | 25% | 30.40% | 7.23% | 16.41% | 25.39% | 20.94% | 18.29% |
| SCSCE | SCH Global Smaller Companies - Euro | 20% | 14.69% | 3.18% | -5.55% | 7.00% | 7.96% | 12.32% |
| Average | 16.56% | 4.47% | 3.40% | 10.35% | 9.11% | 13.67% |
Conservative Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| ABHYG | AB Global High Yield - GBP | 20% | 5.30% | 1.16% | -2.66% | -1.12% | -3.76% | 4.12% |
| BRWBG | BR World Bond - GBP | 25% | 5.47% | 2.84% | 5.75% | 1.17% | 2.14% | 2.31% |
| GATRG | GAM Trading II - GBP | 10% | 5.06% | 2.15% | 8.25% | 1.96% | 2.23% | 0.00% |
| IVSB2G | IVC Sterling Bond | 15% | 5.48% | 2.76% | 4.29% | 4.00% | 3.80% | 1.91% |
| MFWG | MFS Prudent Wealth H - GBP | 10% | 9.33% | 3.11% | 4.49% | 7.86% | 7.45% | 6.50% |
| MSGBG | MS Global Brands | 20% | 22.09% | 7.19% | 14.58% | 14.42% | 9.66% | 10.81% |
| Average | 9.11% | 3.32% | 5.74% | 4.53% | 3.25% | 4.50% |
Balanced Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| ABHYG | AB Global High Yield - GBP | 15% | 5.30% | 1.16% | -2.66% | -1.12% | -3.76% | 4.12% |
| AHLGG | Man AHL Trend - GBP | 10% | 10.61% | 8.86% | 15.08% | 6.76% | 6.68% | 13.97% |
| FIAFG | FI America - GBP | 15% | 9.05% | 6.05% | 7.88% | 9.70% | 12.48% | 14.02% |
| JHGEG | JH Global Equity | 20% | 15.13% | 8.40% | 7.69% | 16.97% | 16.32% | 13.58% |
| MFEDG | MFS Emerging Markets Debt - GBP | 15% | 8.68% | 7.87% | 14.67% | 6.30% | 9.38% | 10.32% |
| MSGBG | MS Global Brands | 25% | 22.09% | 7.19% | 14.58% | 14.42% | 9.66% | 10.81% |
| Average | 13.06% | 6.63% | 9.67% | 9.91% | 9.06% | 11.08% |
Aggressive Strategy
| Fund Code | Fund Name | Allocation | YTD | 3 m | 1 yr | 3 yrs ann. | 5 yrs ann. | 3 yr Volatility |
|---|---|---|---|---|---|---|---|---|
| AHLGG | Man AHL Trend - GBP | 15% | 10.61% | 8.86% | 15.08% | 6.76% | 6.68% | 13.97% |
| BRWTG | BR World Technology - GBP | 20% | 30.70% | 10.83% | 15.81% | 32.95% | 25.09% | 18.61% |
| MFEEG | MFS EM Equity | 15% | 10.49% | 0.75% | -3.24% | 11.68% | 3.30% | 13.87% |
| MFEV2G | MFS Europe Value | 15% | 17.37% | 11.04% | 11.62% | 14.29% | 12.20% | 12.10% |
| MSGBG | MS Global Brands | 25% | 22.09% | 7.19% | 14.58% | 14.42% | 9.66% | 10.81% |
| SCECG | SCH EM Corp Bond | 10% | 9.65% | 7.62% | 15.75% | 6.13% | 9.86% | 9.27% |
| Average | 18.40% | 7.82% | 11.90% | 15.72% | 11.75% | 13.34% |