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% | 7.89% | 10.30% | 11.77% | 14.98% | 11.61% | 13.41% |
| BREB | BR Emerging Markets Bond | 15% | 5.80% | 4.52% | 10.25% | 10.25% | 3.06% | 9.56% |
| JHHY | JH Horizon Global High Yield | 20% | 3.58% | 5.83% | 9.01% | 8.79% | 3.73% | 5.94% |
| MSBO | MS Global Bond | 25% | 7.30% | 2.80% | 8.72% | 2.90% | -1.30% | 7.36% |
| MSGB | MS Global Brands | 15% | 6.69% | 6.55% | 12.38% | 9.94% | 7.55% | 13.83% |
| TKAS | FT K2 Alternative Strategies | 10% | 2.25% | 3.38% | 6.73% | 5.18% | 3.18% | 4.03% |
| Average | 5.82% | 5.41% | 9.82% | 8.28% | 4.07% | 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% | -14.35% | -6.88% | -24.23% | -7.55% | 1.01% | 17.59% |
| BREB | BR Emerging Markets Bond | 10% | 5.80% | 4.52% | 10.25% | 10.25% | 3.06% | 9.56% |
| JHHY | JH Horizon Global High Yield | 20% | 3.58% | 5.83% | 9.01% | 8.79% | 3.73% | 5.94% |
| MSGB | MS Global Brands | 25% | 6.69% | 6.55% | 12.38% | 9.94% | 7.55% | 13.83% |
| MSGO | MS Global Opportunity | 20% | 14.46% | 25.97% | 29.78% | 28.95% | 9.59% | 23.87% |
| SCSC | SCH Global Smaller Companies | 15% | 1.50% | 9.51% | 7.09% | 7.47% | 6.60% | 17.71% |
| Average | 4.65% | 9.19% | 10.52% | 11.42% | 5.95% | 14.79% |
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% | 15.13% | 15.10% | 12.37% | 7.48% | 3.06% | 17.83% |
| AHLG | Man AHL Diversified Guernsey | 15% | -14.35% | -6.88% | -24.23% | -7.55% | 1.01% | 17.59% |
| INEE | NO European Equity | 15% | 27.01% | 15.48% | 22.60% | 19.46% | 10.76% | 17.77% |
| MSEC | MS EM Corp Debt | 10% | 3.55% | 1.38% | 7.64% | 7.54% | 2.46% | 5.26% |
| MSEG | MS US Growth | 25% | 14.01% | 41.22% | 60.30% | 28.49% | 4.57% | 36.84% |
| SCSC | SCH Global Smaller Companies | 20% | 1.50% | 9.51% | 7.09% | 7.47% | 6.60% | 17.71% |
| Average | 8.33% | 15.90% | 18.87% | 12.28% | 4.93% | 21.26% |
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% | -7.45% | -2.35% | 1.11% | 5.91% | 2.27% | 9.53% |
| JHHYE | JH Horizon Global High Yield | 20% | 2.56% | 5.24% | 7.08% | 6.59% | 2.03% | 5.94% |
| MFPWE | MFS Prudent Wealth | 15% | 0.74% | 2.04% | 7.08% | 4.38% | 3.46% | 7.83% |
| MSGBE | MS Global Brands | 15% | 5.43% | 5.83% | 10.00% | 7.23% | 5.35% | 13.82% |
| PMGBE | PIMCO Global Bond | 25% | 1.95% | 0.34% | 3.76% | 1.27% | -1.45% | 4.93% |
| TKASE | FT K2 Alternative Strategies | 10% | 1.20% | 2.82% | 4.99% | 3.14% | 1.53% | 4.03% |
| Average | 0.93% | 2.24% | 5.58% | 4.58% | 1.86% | 7.50% |
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% | -15.82% | -8.71% | -24.97% | -9.73% | -0.77% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 6.75% | 15.42% | 0.86% | 13.49% | 9.80% | 17.05% |
| BREBE | BR Emerging Markets Bond | 10% | -7.45% | -2.35% | 1.11% | 5.91% | 2.27% | 9.53% |
| MSCBE | MS Euro Corporate Bond | 20% | 2.16% | 2.26% | 6.03% | 4.80% | 0.68% | 4.83% |
| MSGBE | MS Global Brands | 25% | 5.43% | 5.83% | 10.00% | 7.23% | 5.35% | 13.82% |
| SCSCE | SCH Global Smaller Companies | 20% | -11.04% | 3.25% | -2.21% | 2.34% | 5.32% | 16.44% |
| Average | -1.73% | 3.77% | 1.01% | 4.88% | 4.16% | 12.96% |
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% | 0.58% | 8.03% | 3.15% | 2.76% | 2.27% | 16.79% |
| AHLGE | Man AHL Diversified Guernsey | 15% | -15.82% | -8.71% | -24.97% | -9.73% | -0.77% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | 2.45% | 1.12% | 4.94% | 4.41% | -0.17% | 5.47% |
| INEEE | NO European Equity | 15% | 10.85% | 8.31% | 12.49% | 14.77% | 9.78% | 14.85% |
| MSEGE | MS US Growth | 25% | -0.28% | 31.93% | 46.98% | 23.44% | 3.76% | 34.53% |
| SCSCE | SCH Global Smaller Companies | 20% | -11.04% | 3.25% | -2.21% | 2.34% | 5.32% | 16.44% |
| Average | -2.69% | 9.89% | 10.40% | 7.94% | 3.68% | 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% | -0.10% | 1.86% | 0.68% | 0.95% | -3.04% | 6.90% |
| BRWBG | BR World Bond | 25% | 2.08% | 0.43% | 5.18% | 1.94% | -0.86% | 5.31% |
| IVSB2G | Invesco Sterling Bond | 15% | 2.83% | 1.91% | 4.15% | 4.65% | 1.02% | 7.75% |
| MFWG | MFS Prudent Wealth H | 10% | 15.26% | 8.63% | 16.71% | 9.14% | 4.22% | 9.33% |
| MSGBG | MS Global Brands | 20% | 6.71% | 6.53% | 12.64% | 9.80% | 7.50% | 13.84% |
| Average | 3.79% | 2.94% | 6.25% | 4.25% | 1.25% | 7.57% |
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% | -0.10% | 1.86% | 0.68% | 0.95% | -3.04% | 6.90% |
| AHLGG | Man AHL Trend | 10% | -15.86% | -6.20% | -26.02% | -8.45% | -2.77% | 14.77% |
| JHGEG | JH Global Select | 20% | 1.37% | 17.47% | 2.50% | 10.45% | 7.70% | 14.63% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | 6.71% | 6.53% | 12.64% | 9.80% | 7.50% | 13.84% |
| MSUAG | MS US Advantage | 15% | 16.91% | 35.15% | 52.38% | 27.69% | 3.07% | 33.04% |
| Average | 2.65% | 10.74% | 9.19% | 7.79% | 3.33% | 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% | -15.86% | -6.20% | -26.02% | -8.45% | -2.77% | 14.77% |
| BRWTG | BR World Technology | 20% | -2.16% | 29.06% | 4.65% | 20.85% | 10.22% | 22.68% |
| MFEEG | MFS Emerging Markets Equity | 15% | 17.75% | 13.34% | 20.15% | 12.09% | 4.95% | 15.77% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | 6.71% | 6.53% | 12.64% | 9.80% | 7.50% | 13.84% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -3.66% | -0.29% | 4.41% | 5.26% | -0.29% | 8.32% |
| Average | 0.87% | 8.86% | 3.36% | 8.07% | 5.29% | 15.67% |