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% | 13.36% | 4.73% | 24.37% | 9.90% | 10.35% | 18.58% |
| BREB | BR Emerging Markets Bond | 15% | -0.59% | 1.15% | 6.89% | 4.53% | 3.55% | 12.51% |
| JHHY | JH Horizon Global High Yield | 20% | 1.75% | 0.79% | 10.46% | 7.54% | 7.34% | 10.30% |
| MSBO | MS Global Bond | 25% | -2.91% | 0.36% | 1.36% | 4.71% | 3.10% | 5.84% |
| MSGB | MS Global Brands | 15% | 12.23% | 4.85% | 19.37% | 14.42% | 14.20% | 17.23% |
| TKAS | FT K2 Alternative Strategies | 10% | 2.30% | 0.00% | 9.12% | 3.41% | 3.57% | 5.88% |
| Average | 3.60% | 1.86% | 10.94% | 7.35% | 6.82% | 11.36% |
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% | 10.23% | 1.79% | 18.83% | 11.23% | 5.05% | 16.22% |
| BREB | BR Emerging Markets Bond | 10% | -0.59% | 1.15% | 6.89% | 4.53% | 3.55% | 12.51% |
| JHHY | JH Horizon Global High Yield | 20% | 1.75% | 0.79% | 10.46% | 7.54% | 7.34% | 10.30% |
| MSGB | MS Global Brands | 25% | 12.23% | 4.85% | 19.37% | 14.42% | 14.20% | 17.23% |
| MSGO | MS Global Opportunity | 20% | 5.17% | -1.30% | 30.70% | 20.95% | 23.80% | 20.76% |
| SCSC | SCH Global Smaller Companies | 15% | 12.82% | -1.71% | 39.03% | 7.88% | 10.39% | 24.17% |
| Average | 7.33% | 1.15% | 21.50% | 12.06% | 12.20% | 17.02% |
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% | -3.78% | -8.51% | 15.29% | 5.83% | 8.76% | 21.51% |
| AHLG | Man AHL Diversified Guernsey | 15% | 10.23% | 1.79% | 18.83% | 11.23% | 5.05% | 16.22% |
| INEE | NO European Equity | 15% | 9.90% | -0.61% | 22.08% | 5.13% | 8.84% | 23.20% |
| MSEC | MS EM Corp Debt | 10% | 0.29% | 1.82% | 6.92% | 5.02% | 4.27% | 8.41% |
| MSEG | MS US Growth | 25% | 14.65% | 6.26% | 49.35% | 36.88% | 34.02% | 31.00% |
| SCSC | SCH Global Smaller Companies | 20% | 12.82% | -1.71% | 39.03% | 7.88% | 10.39% | 24.17% |
| Average | 8.71% | 0.31% | 29.27% | 14.63% | 14.41% | 22.56% |
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% | 3.39% | 3.45% | 6.36% | 4.03% | 2.08% | 10.83% |
| JHHYE | JH Horizon Global High Yield | 20% | 1.26% | 0.61% | 9.44% | 5.28% | 5.11% | 10.38% |
| MFPWE | MFS Prudent Wealth | 15% | 7.96% | 4.99% | 9.61% | 8.69% | 7.44% | 6.45% |
| MSGBE | MS Global Brands | 15% | 11.57% | 4.61% | 17.88% | 11.75% | 11.59% | 17.26% |
| PMGBE | PIMCO Global Bond | 25% | -1.38% | 0.90% | 0.55% | 2.28% | 1.00% | 4.29% |
| TKASE | FT K2 Alternative Strategies | 10% | 1.75% | -0.18% | 8.00% | 1.17% | 1.30% | 5.92% |
| Average | 3.52% | 2.29% | 7.90% | 5.41% | 4.57% | 8.92% |
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% | 11.16% | 1.92% | 18.75% | 9.15% | 2.95% | 16.31% |
| BRCEE | BR Continental European Flexible | 15% | 18.30% | 9.38% | 45.57% | 18.31% | 16.18% | 20.46% |
| BREBE | BR Emerging Markets Bond | 10% | 3.39% | 3.45% | 6.36% | 4.03% | 2.08% | 10.83% |
| MSCBE | MS Euro Corporate Bond | 20% | 0.64% | 0.97% | 3.95% | 3.04% | 2.33% | 5.49% |
| MSGBE | MS Global Brands | 25% | 11.57% | 4.61% | 17.88% | 11.75% | 11.59% | 17.26% |
| SCSCE | SCH Global Smaller Companies | 20% | 17.08% | 0.36% | 37.40% | 6.78% | 8.27% | 22.06% |
| Average | 10.64% | 3.36% | 22.09% | 8.97% | 7.95% | 15.61% |
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% | -0.32% | -6.48% | 14.53% | 5.34% | 7.31% | 19.67% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 11.16% | 1.92% | 18.75% | 9.15% | 2.95% | 16.31% |
| BRMCE | BR EM Corporate Bond | 10% | -1.34% | 1.13% | 5.20% | 4.33% | 2.80% | 9.01% |
| INEEE | NO European Equity | 15% | 13.78% | 1.49% | 21.29% | 4.78% | 7.21% | 20.21% |
| MSEGE | MS US Growth | 25% | 19.27% | 8.71% | 48.68% | 36.27% | 32.13% | 30.40% |
| SCSCE | SCH Global Smaller Companies | 20% | 17.08% | 0.36% | 37.40% | 6.78% | 8.27% | 22.06% |
| Average | 11.79% | 1.90% | 28.36% | 13.75% | 12.59% | 21.34% |
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% | -0.54% | 0.23% | 4.53% | -3.44% | -2.90% | 12.95% |
| BRWBG | BR World Bond | 25% | -0.39% | 1.36% | 1.36% | 3.75% | 1.65% | 5.43% |
| GATRG | GAM Trading II | 10% | -3.99% | -1.51% | 3.34% | 2.09% | 0.58% | 0.00% |
| IVSB2G | Invesco Sterling Bond | 15% | -0.27% | 1.03% | 2.88% | 4.68% | 3.83% | 3.85% |
| MFWG | MFS Prudent Wealth H | 10% | 4.03% | 2.52% | 10.30% | 8.30% | 7.97% | 7.08% |
| MSGBG | MS Global Brands | 20% | 12.51% | 4.99% | 19.55% | 13.23% | 13.14% | 17.27% |
| Average | 2.26% | 1.64% | 6.95% | 4.64% | 3.89% | 8.69% |
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% | -0.54% | 0.23% | 4.53% | -3.44% | -2.90% | 12.95% |
| AHLGG | Man AHL Trend | 10% | 6.28% | 1.53% | 9.49% | 8.92% | 5.65% | 15.82% |
| JHGEG | JH Global Equity | 20% | 12.34% | 5.29% | 22.19% | 13.00% | 14.92% | 16.37% |
| MFEDG | MFS Emerging Markets Debt | 15% | -3.32% | 1.84% | -2.51% | 3.59% | 2.82% | 8.90% |
| MSGBG | MS Global Brands | 25% | 12.51% | 4.99% | 19.55% | 13.23% | 13.14% | 17.27% |
| MSUAG | MS US Advantage | 15% | 10.19% | 4.52% | 35.98% | 27.38% | 24.85% | 24.83% |
| Average | 7.17% | 3.45% | 15.97% | 10.93% | 10.55% | 16.18% |
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% | 6.28% | 1.53% | 9.49% | 8.92% | 5.65% | 15.82% |
| BRWTG | BR World Technology | 20% | 6.11% | 4.50% | 34.95% | 31.05% | 33.74% | 23.26% |
| MFEEG | MFS Emerging Markets Equity | 15% | -3.59% | -6.86% | 15.71% | 2.10% | 7.26% | 20.06% |
| MFEV2G | MFS European Value | 15% | 6.48% | 3.13% | 15.12% | 8.87% | 10.10% | 16.09% |
| MSGBG | MS Global Brands | 25% | 12.51% | 4.99% | 19.55% | 13.23% | 13.14% | 17.27% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -2.09% | 2.49% | -1.51% | 3.68% | 2.69% | 10.60% |
| Average | 5.52% | 2.07% | 17.77% | 12.87% | 13.75% | 17.83% |