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% | 5.82% | 5.14% | 10.77% | 13.55% | 11.95% | 13.39% |
| BREB | BR Emerging Markets Bond | 15% | 4.87% | 2.01% | 8.99% | 9.63% | 3.15% | 9.55% |
| JHHY | JH Horizon Global High Yield | 20% | 3.03% | 2.18% | 8.60% | 7.90% | 3.72% | 5.93% |
| MSBO | MS Global Bond | 25% | 7.23% | 4.71% | 8.78% | 2.91% | -1.22% | 7.41% |
| MSGB | MS Global Brands | 15% | 4.49% | 1.39% | 10.00% | 8.53% | 7.75% | 13.80% |
| TKAS | FT K2 Alternative Strategies | 10% | 1.79% | 1.39% | 6.59% | 4.74% | 3.24% | 4.02% |
| Average | 4.87% | 3.03% | 9.04% | 7.54% | 4.19% | 8.95% |
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% | -17.43% | -10.92% | -25.34% | -8.53% | 0.38% | 17.46% |
| BREB | BR Emerging Markets Bond | 10% | 4.87% | 2.01% | 8.99% | 9.63% | 3.15% | 9.55% |
| JHHY | JH Horizon Global High Yield | 20% | 3.03% | 2.18% | 8.60% | 7.90% | 3.72% | 5.93% |
| MSGB | MS Global Brands | 25% | 4.49% | 1.39% | 10.00% | 8.53% | 7.75% | 13.80% |
| MSGO | MS Global Opportunity | 20% | 13.04% | 10.46% | 29.40% | 26.62% | 10.35% | 23.83% |
| SCSC | SCH Global Smaller Companies | 15% | -0.78% | 2.71% | 5.58% | 5.18% | 6.86% | 17.66% |
| Average | 2.96% | 2.39% | 9.30% | 9.92% | 6.13% | 14.75% |
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% | 15.15% | 12.59% | 14.17% | 5.88% | 4.48% | 17.85% |
| AHLG | Man AHL Diversified Guernsey | 15% | -17.43% | -10.92% | -25.34% | -8.53% | 0.38% | 17.46% |
| INEE | NO European Equity | 15% | 26.29% | 12.05% | 23.29% | 17.95% | 11.19% | 17.77% |
| MSEC | MS EM Corp Debt | 10% | 3.46% | 0.78% | 7.71% | 7.33% | 2.49% | 5.27% |
| MSEG | MS US Growth | 25% | 13.42% | 18.57% | 64.56% | 25.20% | 5.60% | 36.83% |
| SCSC | SCH Global Smaller Companies | 20% | -0.78% | 2.71% | 5.58% | 5.18% | 6.86% | 17.66% |
| Average | 7.15% | 7.32% | 19.85% | 10.36% | 5.43% | 21.23% |
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% | -7.80% | -6.09% | -0.71% | 5.96% | 2.23% | 9.54% |
| JHHYE | JH Horizon Global High Yield | 20% | 2.07% | 1.61% | 6.68% | 5.72% | 2.03% | 5.93% |
| MFPWE | MFS Prudent Wealth | 15% | 0.41% | -1.21% | 6.22% | 4.53% | 3.45% | 7.85% |
| MSGBE | MS Global Brands | 15% | 3.31% | 0.72% | 7.66% | 5.86% | 5.55% | 13.78% |
| PMGBE | PIMCO Global Bond | 25% | 1.91% | 1.34% | 3.62% | 1.60% | -1.44% | 4.97% |
| TKASE | FT K2 Alternative Strategies | 10% | 0.83% | 0.83% | 4.91% | 2.74% | 1.60% | 4.02% |
| Average | 0.36% | -0.25% | 4.71% | 4.27% | 1.89% | 7.51% |
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% | -18.75% | -11.89% | -26.69% | -11.75% | -1.37% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 6.20% | 1.91% | 1.25% | 12.63% | 10.36% | 17.03% |
| BREBE | BR Emerging Markets Bond | 10% | -7.80% | -6.09% | -0.71% | 5.96% | 2.23% | 9.54% |
| MSCBE | MS Euro Corporate Bond | 20% | 1.67% | 1.89% | 5.63% | 4.57% | 0.65% | 4.85% |
| MSGBE | MS Global Brands | 25% | 3.31% | 0.72% | 7.66% | 5.86% | 5.55% | 13.78% |
| SCSCE | SCH Global Smaller Companies | 20% | -12.80% | -5.60% | -4.19% | 1.15% | 5.43% | 16.42% |
| Average | -3.12% | -2.07% | -0.35% | 3.92% | 4.24% | 12.95% |
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% | 0.96% | 3.40% | 4.19% | 2.37% | 3.59% | 16.82% |
| AHLGE | Man AHL Diversified Guernsey | 15% | -18.75% | -11.89% | -26.69% | -11.75% | -1.37% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | 2.28% | 0.52% | 4.66% | 3.95% | -0.09% | 5.47% |
| INEEE | NO European Equity | 15% | 10.48% | 2.82% | 12.35% | 14.03% | 10.24% | 14.83% |
| MSEGE | MS US Growth | 25% | -0.26% | 9.19% | 49.93% | 21.02% | 4.66% | 34.54% |
| SCSCE | SCH Global Smaller Companies | 20% | -12.80% | -5.60% | -4.19% | 1.15% | 5.43% | 16.42% |
| Average | -3.49% | 0.38% | 10.59% | 6.58% | 4.11% | 19.82% |
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% | 0.19% | 0.29% | 0.48% | 0.22% | -2.91% | 6.91% |
| BRWBG | BR World Bond | 25% | 2.08% | 1.82% | 5.09% | 2.16% | -0.84% | 5.34% |
| IVSB2G | Invesco Sterling Bond | 15% | 2.91% | 2.88% | 4.22% | 4.63% | 1.13% | 7.76% |
| MFWG | MFS Prudent Wealth H | 10% | 14.40% | 7.43% | 16.57% | 8.03% | 4.27% | 9.33% |
| MSGBG | MS Global Brands | 20% | 4.46% | 1.33% | 10.22% | 8.39% | 7.68% | 13.80% |
| Average | 3.33% | 1.95% | 5.70% | 3.76% | 1.34% | 7.58% |
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% | 0.19% | 0.29% | 0.48% | 0.22% | -2.91% | 6.91% |
| AHLGG | Man AHL Trend | 10% | -16.82% | -9.50% | -25.65% | -8.84% | -2.93% | 14.79% |
| JHGEG | JH Global Select | 20% | -0.40% | 3.25% | 1.29% | 9.79% | 8.20% | 14.61% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | 4.46% | 1.33% | 10.22% | 8.39% | 7.68% | 13.80% |
| MSUAG | MS US Advantage | 15% | 15.79% | 16.71% | 55.13% | 24.12% | 3.86% | 33.08% |
| Average | 1.52% | 3.26% | 8.76% | 6.62% | 3.60% | 15.19% |
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% | -16.82% | -9.50% | -25.65% | -8.84% | -2.93% | 14.79% |
| BRWTG | BR World Technology | 20% | -4.83% | 8.60% | 3.76% | 17.76% | 10.59% | 22.67% |
| MFEEG | MFS Emerging Markets Equity | 15% | 16.39% | 8.99% | 19.87% | 10.55% | 5.89% | 15.76% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | 4.46% | 1.33% | 10.22% | 8.39% | 7.68% | 13.80% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -5.32% | -3.68% | 1.38% | 4.80% | -0.75% | 8.26% |
| Average | -0.74% | 1.98% | 2.29% | 6.77% | 5.48% | 15.65% |