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% 9.15% 0.54% 14.80% 7.52% 5.66% 14.14%
BREB BR Emerging Markets Bond 15% 4.59% 2.15% 9.00% -3.57% -0.27% 9.95%
JHHY JH Horizon Global High Yield 20% 4.35% 0.74% 4.06% -1.57% 1.55% 6.07%
MSBO MS Global Bond 25% -1.82% -3.22% 0.48% -7.15% -1.74% 6.64%
MSGB MS Global Brands 15% 7.95% -1.07% 11.58% 4.80% 7.03% 15.57%
TKAS FT K2 Alternative Strategies 10% 1.49% -0.09% 1.13% 0.26% 0.42% 4.64%
Average 3.82% -0.42% 6.35% -0.76% 1.78% 9.29%

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% 1.15% 1.49% 1.16% 8.13% 7.93% 16.81%
BREB BR Emerging Markets Bond 10% 4.59% 2.15% 9.00% -3.57% -0.27% 9.95%
JHHY JH Horizon Global High Yield 20% 4.35% 0.74% 4.06% -1.57% 1.55% 6.07%
MSGB MS Global Brands 25% 7.95% -1.07% 11.58% 4.80% 7.03% 15.57%
MSGO MS Global Opportunity 20% 27.41% -2.85% 23.10% -4.74% 5.18% 27.23%
SCSC SCH Global Smaller Companies 15% -0.28% -4.56% 6.19% 4.10% 0.33% 18.12%
Average 8.87% -1.01% 10.27% 1.01% 3.92% 15.95%

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% -3.11% -8.65% -1.78% -6.12% -0.91% 19.58%
AHLG Man AHL Diversified Guernsey 15% 1.15% 1.49% 1.16% 8.13% 7.93% 16.81%
INEE NO European Equity 15% 4.20% -5.43% 21.08% 2.98% 0.32% 19.33%
MSEC MS EM Corp Debt 10% 2.82% 0.25% 5.34% -2.74% 0.50% 5.34%
MSEG MS US Growth 25% 19.19% -7.67% -1.18% -15.69% 0.93% 42.54%
SCSC SCH Global Smaller Companies 20% -0.28% -4.56% 6.19% 4.10% 0.33% 18.12%
Average 5.36% -4.69% 4.55% -2.63% 1.45% 23.15%

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% 5.11% 4.90% 1.52% -0.33% 1.72% 8.49%
JHHYE JH Horizon Global High Yield 20% 2.63% 0.25% 1.50% -3.19% -0.49% 6.06%
MFPWE MFS Prudent Wealth 15% 6.15% 3.49% 2.78% 2.43% 4.83% 6.22%
MSGBE MS Global Brands 15% 6.05% -1.56% 8.11% 2.59% 4.50% 15.56%
PMGBE PIMCO Global Bond 25% -0.55% -1.46% -1.90% -5.47% -1.89% 4.14%
TKASE FT K2 Alternative Strategies 10% -0.10% -0.60% -1.20% -1.31% -1.58% 4.64%
Average 2.98% 0.65% 1.57% -1.43% 0.93% 7.25%

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% -0.92% 0.74% -1.33% 6.71% 5.90% 16.95%
BRCEE BR Continental European Flexible 15% 9.09% -4.67% 16.83% 7.35% 7.81% 18.92%
BREBE BR Emerging Markets Bond 10% 5.11% 4.90% 1.52% -0.33% 1.72% 8.49%
MSCBE MS Euro Corporate Bond 20% 3.11% 0.61% 3.04% -3.57% -0.96% 4.65%
MSGBE MS Global Brands 25% 6.05% -1.56% 8.11% 2.59% 4.50% 15.56%
SCSCE SCH Global Smaller Companies 20% -1.41% -2.17% -1.58% 7.12% 1.84% 15.20%
Average 3.64% -0.84% 4.86% 3.10% 3.23% 13.24%

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% -4.09% -5.85% -9.22% -2.99% 1.04% 17.19%
AHLGE Man AHL Diversified Guernsey 15% -0.92% 0.74% -1.33% 6.71% 5.90% 16.95%
BRMCE BR EM Corporate Bond 10% -0.58% -1.05% 1.17% -5.31% -1.10% 5.51%
INEEE NO European Equity 15% 3.15% -2.66% 11.62% 6.36% 2.27% 15.15%
MSEGE MS US Growth 25% 19.53% -5.21% -8.04% -12.86% 2.93% 40.38%
SCSCE SCH Global Smaller Companies 20% -1.41% -2.17% -1.58% 7.12% 1.84% 15.20%
Average 4.26% -3.01% -2.05% -0.81% 2.37% 21.08%

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% 0.00% -0.40% -0.98% -6.70% -6.52% 7.02%
BRWBG BR World Bond 25% -0.28% -1.94% -2.30% -5.32% -1.13% 4.32%
GATRG GAM Trading II 10% 2.56% 2.74% 0.29% -0.47% 0.88% 5.34%
IVSB2G Invesco Sterling Bond 15% 1.86% 2.43% 5.03% -2.95% 0.53% 6.47%
MFWG MFS Prudent Wealth H 10% 7.30% 0.62% 10.86% -1.01% 2.30% 8.49%
MSGBG MS Global Brands 20% 7.93% -0.86% 10.93% 4.58% 6.21% 15.57%
Average 2.78% -0.04% 3.28% -2.34% 0.05% 7.95%

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% 0.00% -0.40% -0.98% -6.70% -6.52% 7.02%
AHLGG Man AHL Trend 10% -0.05% -2.11% -2.27% 4.20% 6.28% 13.22%
JHGEG JH Global Equity 20% 0.47% 2.22% 1.21% 3.52% 5.63% 15.39%
MFEDG MFS Emerging Markets Debt 15% -1.34% 2.42% -3.42% -2.94% 1.28% 8.90%
MSGBG MS Global Brands 25% 7.93% -0.86% 10.93% 4.58% 6.21% 15.57%
MSUAG MS US Advantage 15% 15.83% -11.56% 0.90% -15.51% -2.01% 38.05%
Average 4.25% -1.41% 2.22% -1.50% 2.22% 16.39%

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% -0.05% -2.11% -2.27% 4.20% 6.28% 13.22%
BRWTG BR World Technology 20% 24.38% -0.60% 5.07% 1.97% 12.42% 23.40%
MFEEG MFS Emerging Markets Equity 15% 4.84% -3.93% 10.03% -3.60% -2.59% 17.66%
MFEV2G MFS European Value 15% 2.86% -1.93% 10.12% 4.48% 5.07% 16.19%
MSGBG MS Global Brands 25% 7.93% -0.86% 10.93% 4.58% 6.21% 15.57%
SCECG SCH Emerging Market Hard Currency 10% 0.80% 2.83% -1.54% -4.34% 0.44% 8.22%
Average 8.09% -1.25% 6.27% 1.87% 5.39% 16.46%