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% | 7.47% | 6.35% | 29.43% | 9.76% | 9.83% | 18.66% |
| BREB | BR Emerging Markets Bond | 15% | -3.01% | -1.35% | 18.13% | 3.00% | 4.32% | 12.58% |
| JHHY | JH Horizon Global High Yield | 20% | 0.36% | 0.55% | 18.12% | 7.05% | 8.18% | 10.32% |
| MSBO | MS Global Bond | 25% | -4.07% | -3.04% | 7.43% | 3.05% | 3.35% | 5.89% |
| MSGB | MS Global Brands | 15% | 4.89% | 6.47% | 27.79% | 13.87% | 13.11% | 17.35% |
| TKAS | FT K2 Alternative Strategies | 10% | 1.56% | 0.73% | 14.99% | 3.47% | 3.96% | 5.92% |
| Average | 0.61% | 1.14% | 18.28% | 6.51% | 6.96% | 11.42% |
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% | 3.62% | 3.62% | 5.26% | 9.59% | 2.40% | 15.45% |
| BREB | BR Emerging Markets Bond | 10% | -3.01% | -1.35% | 18.13% | 3.00% | 4.32% | 12.58% |
| JHHY | JH Horizon Global High Yield | 20% | 0.36% | 0.55% | 18.12% | 7.05% | 8.18% | 10.32% |
| MSGB | MS Global Brands | 25% | 4.89% | 6.47% | 27.79% | 13.87% | 13.11% | 17.35% |
| MSGO | MS Global Opportunity | 20% | 4.61% | 4.61% | 69.76% | 23.69% | 25.07% | 20.58% |
| SCSC | SCH Global Smaller Companies | 15% | 11.97% | 7.30% | 67.14% | 8.66% | 11.15% | 24.17% |
| Average | 4.07% | 3.97% | 36.93% | 12.17% | 12.27% | 16.95% |
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% | 3.04% | -1.57% | 60.18% | 5.87% | 11.36% | 21.48% |
| AHLG | Man AHL Diversified Guernsey | 15% | 3.62% | 3.62% | 5.26% | 9.59% | 2.40% | 15.45% |
| INEE | NO European Equity | 15% | 9.16% | 7.94% | 44.21% | 3.34% | 8.04% | 23.19% |
| MSEC | MS EM Corp Debt | 10% | -1.45% | -0.74% | 17.19% | 3.50% | 4.80% | 8.46% |
| MSEG | MS US Growth | 25% | 7.14% | 2.32% | 116.04% | 38.58% | 33.27% | 30.04% |
| SCSC | SCH Global Smaller Companies | 20% | 11.97% | 7.30% | 67.14% | 8.66% | 11.15% | 24.17% |
| Average | 6.41% | 3.46% | 60.60% | 14.55% | 14.30% | 22.21% |
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% | -0.12% | 0.55% | 8.49% | 4.12% | 3.14% | 10.88% |
| JHHYE | JH Horizon Global High Yield | 20% | 0.10% | 0.31% | 16.91% | 4.60% | 5.89% | 10.40% |
| MFPWE | MFS Prudent Wealth | 15% | 3.89% | 4.21% | 5.38% | 10.00% | 7.19% | 6.84% |
| MSGBE | MS Global Brands | 15% | 4.56% | 6.14% | 25.99% | 10.99% | 10.47% | 17.38% |
| PMGBE | PIMCO Global Bond | 25% | -2.34% | -1.89% | 3.42% | 1.71% | 1.44% | 4.30% |
| TKASE | FT K2 Alternative Strategies | 10% | 1.19% | 0.46% | 13.51% | 1.08% | 1.64% | 5.97% |
| Average | 0.80% | 1.27% | 11.57% | 5.22% | 4.82% | 9.02% |
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% | 3.95% | 3.95% | 4.31% | 7.07% | 0.16% | 15.48% |
| BRCEE | BR Continental European Flexible | 15% | 6.26% | 6.70% | 54.97% | 16.79% | 14.27% | 20.48% |
| BREBE | BR Emerging Markets Bond | 10% | -0.12% | 0.55% | 8.49% | 4.12% | 3.14% | 10.88% |
| MSCBE | MS Euro Corporate Bond | 20% | -0.27% | -0.24% | 8.45% | 2.44% | 2.86% | 5.52% |
| MSGBE | MS Global Brands | 25% | 4.56% | 6.14% | 25.99% | 10.99% | 10.47% | 17.38% |
| SCSCE | SCH Global Smaller Companies | 20% | 15.30% | 9.26% | 52.97% | 9.27% | 9.43% | 22.14% |
| Average | 5.47% | 4.79% | 28.31% | 8.73% | 7.55% | 15.59% |
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% | 5.65% | 0.12% | 47.22% | 7.02% | 10.09% | 19.69% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 3.95% | 3.95% | 4.31% | 7.07% | 0.16% | 15.48% |
| BRMCE | BR EM Corporate Bond | 10% | -2.83% | -1.83% | 15.30% | 3.22% | 3.47% | 9.06% |
| INEEE | NO European Equity | 15% | 11.97% | 9.91% | 32.57% | 4.47% | 6.82% | 20.35% |
| MSEGE | MS US Growth | 25% | 10.31% | 4.27% | 98.37% | 40.07% | 31.78% | 29.32% |
| SCSCE | SCH Global Smaller Companies | 20% | 15.30% | 9.26% | 52.97% | 9.27% | 9.43% | 22.14% |
| Average | 8.59% | 4.83% | 49.33% | 14.98% | 12.74% | 20.99% |
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% | -1.23% | -1.00% | 11.37% | -4.56% | -2.17% | 12.95% |
| BRWBG | BR World Bond | 25% | -1.97% | -1.51% | 4.81% | 2.87% | 1.82% | 5.42% |
| GATRG | GAM Trading II | 10% | -3.91% | -3.30% | 10.95% | 2.93% | 0.84% | 0.00% |
| IVSB2G | Invesco Sterling Bond | 15% | -1.53% | -1.00% | 7.17% | 4.23% | 4.43% | 3.84% |
| MFWG | MFS Prudent Wealth H | 10% | 1.28% | 2.35% | 14.65% | 7.80% | 7.62% | 7.12% |
| MSGBG | MS Global Brands | 20% | 5.01% | 6.55% | 27.58% | 12.48% | 11.97% | 17.40% |
| Average | -0.23% | 0.49% | 12.63% | 4.01% | 3.93% | 8.71% |
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% | -1.23% | -1.00% | 11.37% | -4.56% | -2.17% | 12.95% |
| AHLGG | Man AHL Trend | 10% | 2.87% | 2.78% | 4.02% | 6.94% | 4.52% | 15.60% |
| JHGEG | JH Global Equity | 20% | 6.45% | 5.92% | 34.12% | 15.64% | 16.03% | 16.73% |
| MFEDG | MFS Emerging Markets Debt | 15% | -4.90% | -3.13% | 5.24% | 5.07% | 5.03% | 9.02% |
| MSGBG | MS Global Brands | 25% | 5.01% | 6.55% | 27.58% | 12.48% | 11.97% | 17.40% |
| MSUAG | MS US Advantage | 15% | 4.78% | 3.55% | 85.47% | 28.81% | 25.06% | 24.40% |
| Average | 2.63% | 3.01% | 29.43% | 11.34% | 10.84% | 16.21% |
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% | 2.87% | 2.78% | 4.02% | 6.94% | 4.52% | 15.60% |
| BRWTG | BR World Technology | 20% | 1.67% | -0.48% | 76.99% | 37.47% | 36.75% | 23.00% |
| MFEEG | MFS Emerging Markets Equity | 15% | 2.31% | -1.61% | 46.18% | 3.04% | 9.27% | 20.00% |
| MFEV2G | MFS European Value | 15% | 2.37% | 3.50% | 29.80% | 11.31% | 11.24% | 16.26% |
| MSGBG | MS Global Brands | 25% | 5.01% | 6.55% | 27.58% | 12.48% | 11.97% | 17.40% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -4.00% | -2.47% | 9.23% | 4.91% | 5.01% | 10.69% |
| Average | 2.32% | 2.00% | 35.22% | 14.30% | 14.60% | 17.80% |