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% | 3.19% | 1.77% | 14.85% | 5.72% | 8.21% | 13.12% |
| BREB | BR Emerging Markets Bond | 15% | 2.30% | 3.01% | 15.77% | -1.40% | 0.88% | 10.47% |
| JHHY | JH Horizon Global High Yield | 20% | 1.53% | 1.28% | 8.93% | -1.51% | 2.19% | 6.10% |
| MSBO | MS Global Bond | 25% | -3.79% | -1.97% | -1.82% | -6.50% | -1.73% | 7.25% |
| MSGB | MS Global Brands | 15% | -0.33% | -0.93% | 5.63% | 1.79% | 7.56% | 14.73% |
| TKAS | FT K2 Alternative Strategies | 10% | 4.29% | 4.29% | 5.56% | -0.57% | 1.35% | 3.97% |
| Average | 0.56% | 0.77% | 7.32% | -1.07% | 2.64% | 9.18% |
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% | 20.45% | 19.87% | 19.90% | 8.54% | 9.94% | 17.26% |
| BREB | BR Emerging Markets Bond | 10% | 2.30% | 3.01% | 15.77% | -1.40% | 0.88% | 10.47% |
| JHHY | JH Horizon Global High Yield | 20% | 1.53% | 1.28% | 8.93% | -1.51% | 2.19% | 6.10% |
| MSGB | MS Global Brands | 25% | -0.33% | -0.93% | 5.63% | 1.79% | 7.56% | 14.73% |
| MSGO | MS Global Opportunity | 20% | 11.01% | 8.77% | 33.40% | -3.81% | 9.98% | 26.75% |
| SCSC | SCH Global Smaller Companies | 15% | -0.53% | 2.33% | 2.09% | -4.56% | 3.35% | 17.42% |
| Average | 4.62% | 4.42% | 13.75% | -0.59% | 5.91% | 15.64% |
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% | 0.71% | 4.47% | -1.26% | -10.11% | -0.43% | 18.09% |
| AHLG | Man AHL Diversified Guernsey | 15% | 20.45% | 19.87% | 19.90% | 8.54% | 9.94% | 17.26% |
| INEE | NO European Equity | 15% | 4.85% | 6.70% | 7.82% | -0.64% | 4.26% | 17.96% |
| MSEC | MS EM Corp Debt | 10% | 1.81% | 1.83% | 8.22% | -1.59% | 0.83% | 5.58% |
| MSEG | MS US Growth | 25% | -1.42% | 2.70% | 20.26% | -19.05% | 4.59% | 42.64% |
| SCSC | SCH Global Smaller Companies | 20% | -0.53% | 2.33% | 2.09% | -4.56% | 3.35% | 17.42% |
| Average | 3.62% | 5.98% | 10.27% | -6.17% | 3.97% | 22.70% |
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% | 5.33% | 5.02% | 19.14% | 2.65% | 1.98% | 8.82% |
| JHHYE | JH Horizon Global High Yield | 20% | 1.08% | 0.89% | 6.98% | -3.25% | 0.30% | 6.08% |
| MFPWE | MFS Prudent Wealth | 15% | 1.30% | 1.34% | 8.82% | 2.05% | 4.37% | 6.72% |
| MSGBE | MS Global Brands | 15% | -0.87% | -1.39% | 3.45% | -0.47% | 5.17% | 14.71% |
| PMGBE | PIMCO Global Bond | 25% | -1.24% | -0.18% | 1.50% | -4.25% | -1.55% | 4.72% |
| TKASE | FT K2 Alternative Strategies | 10% | 3.93% | 3.93% | 3.62% | -2.23% | -0.50% | 3.99% |
| Average | 1.16% | 1.27% | 6.84% | -1.30% | 1.35% | 7.34% |
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% | 20.32% | 19.78% | 17.47% | 6.91% | 8.14% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 9.70% | 10.73% | 13.29% | 4.20% | 12.00% | 17.86% |
| BREBE | BR Emerging Markets Bond | 10% | 5.33% | 5.02% | 19.14% | 2.65% | 1.98% | 8.82% |
| MSCBE | MS Euro Corporate Bond | 20% | 0.28% | 1.10% | 6.82% | -2.50% | -0.36% | 5.06% |
| MSGBE | MS Global Brands | 25% | -0.87% | -1.39% | 3.45% | -0.47% | 5.17% | 14.71% |
| SCSCE | SCH Global Smaller Companies | 20% | 2.03% | 4.02% | 4.35% | -1.11% | 3.92% | 14.39% |
| Average | 4.26% | 4.77% | 8.75% | 0.75% | 4.82% | 12.87% |
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% | 3.55% | 6.69% | 1.77% | -6.37% | 0.64% | 15.88% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 20.32% | 19.78% | 17.47% | 6.91% | 8.14% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | 0.83% | 1.11% | 4.61% | -4.26% | -0.68% | 5.66% |
| INEEE | NO European Equity | 15% | 7.79% | 8.85% | 11.06% | 3.51% | 5.37% | 13.99% |
| MSEGE | MS US Growth | 25% | 1.49% | 4.72% | 23.73% | -15.71% | 5.74% | 39.91% |
| SCSCE | SCH Global Smaller Companies | 20% | 2.03% | 4.02% | 4.35% | -1.11% | 3.92% | 14.39% |
| Average | 5.61% | 7.39% | 11.81% | -3.97% | 4.27% | 20.51% |
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% | -1.62% | -1.06% | 1.68% | -7.20% | -5.78% | 7.08% |
| BRWBG | BR World Bond | 25% | -1.78% | -0.90% | 1.85% | -4.07% | -1.02% | 5.06% |
| IVSB2G | Invesco Sterling Bond | 15% | -0.59% | 1.12% | 6.68% | -1.19% | 1.31% | 7.36% |
| MFWG | MFS Prudent Wealth H | 10% | -1.23% | -0.54% | 5.95% | -2.17% | 2.83% | 8.65% |
| MSGBG | MS Global Brands | 20% | -0.18% | -0.82% | 5.93% | 1.61% | 6.94% | 14.72% |
| Average | -1.02% | -0.49% | 3.58% | -2.53% | 0.46% | 7.60% |
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% | -1.62% | -1.06% | 1.68% | -7.20% | -5.78% | 7.08% |
| AHLGG | Man AHL Trend | 10% | 8.86% | 11.92% | 9.95% | 2.67% | 4.77% | 12.98% |
| JHGEG | JH Global Equity | 20% | 12.30% | 13.31% | 19.97% | 5.77% | 9.61% | 14.28% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | -0.18% | -0.82% | 5.93% | 1.61% | 6.94% | 14.72% |
| MSUAG | MS US Advantage | 15% | 1.13% | 2.78% | 20.49% | -17.01% | 1.24% | 38.28% |
| Average | 2.99% | 4.59% | 9.97% | -2.01% | 3.64% | 15.98% |
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% | 8.86% | 11.92% | 9.95% | 2.67% | 4.77% | 12.98% |
| BRWTG | BR World Technology | 20% | 12.43% | 8.33% | 35.47% | 2.52% | 17.06% | 22.56% |
| MFEEG | MFS Emerging Markets Equity | 15% | 1.11% | 6.50% | 3.20% | -8.11% | -2.10% | 16.16% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | -0.18% | -0.82% | 5.93% | 1.61% | 6.94% | 14.72% |
| SCECG | SCH Emerging Market Hard Currency | 10% | 2.85% | 4.58% | 9.47% | 0.12% | 0.30% | 8.11% |
| Average | 3.93% | 5.05% | 11.21% | 0.49% | 6.65% | 15.64% |