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% | 4.10% | -4.64% | -4.71% | 8.78% | 7.18% | 10.76% |
| BREB | BR EM Bond | 15% | 2.77% | 0.87% | -5.16% | 5.81% | 3.53% | 5.47% |
| JHHY | JH Global HY | 20% | 2.98% | -0.51% | -0.20% | 8.65% | 5.25% | 4.25% |
| MSBO | MS Global Bond | 25% | 0.83% | 1.52% | -3.33% | 2.99% | 0.87% | 4.83% |
| MSGB | MS Global Brands | 15% | 2.55% | -3.63% | -3.01% | 11.20% | 7.69% | 11.02% |
| TKAS | FT K2 Alt Strategies | 10% | 1.76% | -1.43% | -2.65% | 3.40% | - | 3.83% |
| Average | 2.39% | -0.98% | -3.07% | 6.69% | N/A | 6.53% |
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% | -1.00% | 5.08% | -10.45% | -4.32% | 3.67% | 16.26% |
| BREB | BR EM Bond | 10% | 2.77% | 0.87% | -5.16% | 5.81% | 3.53% | 5.47% |
| JHHY | JH Global HY | 20% | 2.98% | -0.51% | -0.20% | 8.65% | 5.25% | 4.25% |
| MSGB | MS Global Brands | 25% | 2.55% | -3.63% | -3.01% | 11.20% | 7.69% | 11.02% |
| MSGO | MS Global Opp | 20% | 7.08% | -2.56% | -5.58% | 17.53% | 12.76% | 15.11% |
| SCSC | SCH Global Smaller Companies | 15% | 7.16% | -8.87% | -14.97% | 8.22% | 3.96% | 13.73% |
| Average | 3.90% | -2.26% | -5.72% | 9.42% | 6.84% | 10.86% |
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% | 6.58% | 1.39% | -25.90% | 8.59% | 1.28% | 17.21% |
| AHLG | Man AHL Diversified Guernsey | 15% | -1.00% | 5.08% | -10.45% | -4.32% | 3.67% | 16.26% |
| INEE | INV European Equity | 15% | 4.31% | -3.74% | -19.24% | 6.55% | 1.96% | 13.70% |
| MSEC | MS EM Corp Debt | 10% | 1.38% | 0.66% | -4.16% | 5.53% | 3.63% | 3.51% |
| MSEG | MS US Growth | 25% | 10.71% | -3.07% | 8.09% | 21.14% | 12.72% | 18.31% |
| SCSC | SCH Global Smaller Companies | 20% | 7.16% | -8.87% | -14.97% | 8.22% | 3.96% | 13.73% |
| Average | 5.73% | -2.07% | -9.73% | 9.11% | 5.37% | 14.75% |
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% | 2.54% | 2.27% | 1.79% | 4.28% | 7.26% | 8.42% |
| JHHYE | JH Global HY | 20% | 2.85% | -1.29% | -2.94% | 6.46% | 3.85% | 4.27% |
| MFPWE | MFS Prudent Wealth - E | 15% | 1.94% | 0.69% | 5.29% | 4.92% | 8.38% | 7.47% |
| MSGBE | MS Global Brands | 15% | 2.44% | -4.43% | -5.82% | 8.74% | 6.21% | 11.06% |
| PMGBE | PIMCO Global Bond - Euro | 25% | 0.29% | 0.34% | -1.98% | 0.90% | 1.86% | 2.35% |
| TKASE | FT K2 Alt Strategies | 10% | 1.67% | -2.18% | -5.23% | 1.12% | - | 3.87% |
| Average | 1.85% | -0.61% | -1.42% | 4.32% | N/A | 5.87% |
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% | -1.08% | 4.15% | -13.22% | -6.45% | 1.85% | 15.36% |
| BRCEE | BR Cont Euro Flex | 15% | 4.48% | -6.78% | -13.28% | 4.68% | 5.08% | 13.99% |
| BREBE | BR EM Bond | 10% | 2.54% | 2.27% | 1.79% | 4.28% | 7.26% | 8.42% |
| MSCBE | MS Euro Corp Bond | 20% | 0.26% | -1.22% | -3.45% | 2.46% | 2.20% | 2.55% |
| MSGBE | MS Global Brands | 25% | 2.44% | -4.43% | -5.82% | 8.74% | 6.21% | 11.06% |
| SCSCE | SCH Global Smaller Companies - Euro | 20% | 6.90% | -7.89% | -9.30% | 5.97% | 7.12% | 14.19% |
| Average | 2.86% | -3.30% | -7.14% | 4.36% | 5.09% | 10.59% |
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% | 6.12% | 2.43% | -20.73% | 7.05% | 4.86% | 17.48% |
| AHLGE | Man AHL Diversified Guernsey - Euro | 15% | -1.08% | 4.15% | -13.22% | -6.45% | 1.85% | 15.36% |
| BRMCE | BR EM Corp Bond | 10% | 1.39% | 0.18% | -5.03% | 3.45% | 2.10% | 3.21% |
| INEEE | INV European Equity | 15% | 3.83% | -2.59% | -12.88% | 5.02% | 5.54% | 13.23% |
| MSEGE | MS US Growth - Euro | 25% | 10.46% | -1.78% | 16.00% | 19.37% | 16.76% | 19.55% |
| SCSCE | SCH Global Smaller Companies - Euro | 20% | 6.90% | -7.89% | -9.30% | 5.97% | 7.12% | 14.19% |
| Average | 5.46% | -1.41% | -5.39% | 7.22% | 7.66% | 14.96% |
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% | 2.65% | -3.00% | -10.37% | -0.20% | -3.87% | 4.84% |
| BRWBG | BR World Bond - GBP | 25% | 0.09% | 1.61% | -1.48% | 0.72% | 1.77% | 2.23% |
| GATRG | GAM Trading II - GBP | 10% | - | 2.35% | 2.65% | -0.12% | 1.27% | 0.00% |
| IVSB2G | IVC Sterling Bond | 15% | 0.61% | -0.38% | -1.60% | 3.50% | 3.34% | 2.22% |
| MFWG | MFS Prudent Wealth H - GBP | 10% | 2.07% | -0.54% | -3.18% | 5.69% | 6.04% | 6.92% |
| MSGBG | MS Global Brands | 20% | 2.54% | -4.01% | -4.20% | 10.34% | 7.53% | 11.07% |
| Average | N/A | -0.88% | -3.58% | 3.29% | 2.41% | 4.76% |
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% | 2.65% | -3.00% | -10.37% | -0.20% | -3.87% | 4.84% |
| AHLGG | Man AHL Trend - GBP | 10% | -6.23% | 2.77% | -11.64% | -0.53% | 5.57% | 13.70% |
| FIAFG | FI America - GBP | 15% | 1.56% | -3.40% | -0.55% | 12.11% | 11.80% | 14.40% |
| JHGEG | JH Global Equity | 20% | 2.22% | -3.45% | -1.83% | 16.74% | 12.70% | 14.68% |
| MFEDG | MFS Emerging Markets Debt - GBP | 15% | -0.84% | 3.10% | 2.31% | 8.34% | 8.13% | 10.58% |
| MSGBG | MS Global Brands | 25% | 2.54% | -4.01% | -4.20% | 10.34% | 7.53% | 11.07% |
| Average | 0.96% | -1.91% | -3.87% | 8.92% | 7.39% | 11.55% |
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% | -6.23% | 2.77% | -11.64% | -0.53% | 5.57% | 13.70% |
| BRWTG | BR World Technology - GBP | 20% | 6.56% | -4.51% | 7.98% | 28.86% | 19.91% | 20.07% |
| MFEEG | MFS EM Equity | 15% | 6.79% | 2.27% | -15.27% | 13.76% | 3.36% | 15.44% |
| MFEV2G | MFS Europe Value | 15% | 0.26% | -1.18% | -3.52% | 11.09% | 8.84% | 13.21% |
| MSGBG | MS Global Brands | 25% | 2.54% | -4.01% | -4.20% | 10.34% | 7.53% | 11.07% |
| SCECG | SCH EM Corp Bond | 10% | -0.58% | 2.87% | 3.36% | 7.93% | 8.04% | 9.49% |
| Average | 2.01% | -1.04% | -3.68% | 12.80% | 9.33% | 14.08% |