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% | 10.75% | 6.23% | 16.49% | 6.45% | 8.64% | 13.06% |
BREB | BR Emerging Markets Bond | 15% | 5.71% | 3.77% | 14.85% | -0.66% | 0.78% | 10.44% |
JHHY | JH Horizon Global High Yield | 20% | 5.87% | 3.80% | 11.94% | -0.46% | 2.36% | 6.13% |
MSBO | MS Global Bond | 25% | -0.72% | 3.49% | 1.80% | -5.64% | -1.86% | 7.27% |
MSGB | MS Global Brands | 15% | 5.80% | 5.68% | 6.83% | 2.15% | 7.15% | 14.77% |
TKAS | FT K2 Alternative Strategies | 10% | 5.92% | 1.40% | 5.83% | -0.32% | 1.38% | 4.07% |
Average | 4.93% | 4.12% | 9.15% | -0.34% | 2.63% | 9.19% |
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% | 10.65% | -5.33% | 7.24% | 4.59% | 5.73% | 17.26% |
BREB | BR Emerging Markets Bond | 10% | 5.71% | 3.77% | 14.85% | -0.66% | 0.78% | 10.44% |
JHHY | JH Horizon Global High Yield | 20% | 5.87% | 3.80% | 11.94% | -0.46% | 2.36% | 6.13% |
MSGB | MS Global Brands | 25% | 5.80% | 5.68% | 6.83% | 2.15% | 7.15% | 14.77% |
MSGO | MS Global Opportunity | 20% | 8.34% | 0.16% | 14.67% | -4.74% | 8.21% | 26.42% |
SCSC | SCH Global Smaller Companies | 15% | 5.49% | 5.81% | 5.19% | -2.33% | 4.32% | 17.35% |
Average | 6.75% | 2.93% | 10.02% | -0.46% | 5.20% | 15.58% |
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% | 5.79% | 3.23% | 2.14% | -7.18% | 1.11% | 18.48% |
AHLG | Man AHL Diversified Guernsey | 15% | 10.65% | -5.33% | 7.24% | 4.59% | 5.73% | 17.26% |
INEE | NO European Equity | 15% | 9.13% | 2.72% | 11.13% | 0.95% | 5.03% | 18.22% |
MSEC | MS EM Corp Debt | 10% | 5.92% | 4.10% | 11.15% | -0.78% | 1.00% | 5.66% |
MSEG | MS US Growth | 25% | 0.01% | 3.06% | 2.55% | -21.07% | 2.59% | 41.78% |
SCSC | SCH Global Smaller Companies | 20% | 5.49% | 5.81% | 5.19% | -2.33% | 4.32% | 17.35% |
Average | 5.53% | 2.43% | 5.87% | -6.06% | 3.39% | 22.58% |
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% | 6.97% | 2.41% | 16.89% | 2.21% | 1.42% | 8.82% |
JHHYE | JH Horizon Global High Yield | 20% | 4.94% | 3.36% | 10.07% | -2.29% | 0.52% | 6.12% |
MFPWE | MFS Prudent Wealth | 15% | 2.03% | 1.29% | 5.82% | 0.86% | 3.73% | 6.80% |
MSGBE | MS Global Brands | 15% | 4.76% | 5.23% | 4.80% | -0.19% | 4.85% | 14.74% |
PMGBE | PIMCO Global Bond | 25% | 0.80% | 2.42% | 3.78% | -3.82% | -1.62% | 4.77% |
TKASE | FT K2 Alternative Strategies | 10% | 5.04% | 0.97% | 3.99% | -2.09% | -0.38% | 4.10% |
Average | 3.76% | 2.71% | 7.48% | -1.19% | 1.16% | 7.38% |
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% | 9.78% | -5.94% | 5.12% | 2.60% | 4.04% | 17.39% |
BRCEE | BR Continental European Flexible | 15% | 9.08% | 0.20% | 9.43% | 0.45% | 10.88% | 18.04% |
BREBE | BR Emerging Markets Bond | 10% | 6.97% | 2.41% | 16.89% | 2.21% | 1.42% | 8.82% |
MSCBE | MS Euro Corporate Bond | 20% | 2.13% | 2.21% | 7.24% | -2.21% | -0.58% | 5.08% |
MSGBE | MS Global Brands | 25% | 4.76% | 5.23% | 4.80% | -0.19% | 4.85% | 14.74% |
SCSCE | SCH Global Smaller Companies | 20% | 6.21% | 4.16% | 6.60% | -0.10% | 4.37% | 14.45% |
Average | 5.90% | 2.26% | 7.58% | 0.04% | 4.15% | 12.92% |
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% | 6.76% | 2.12% | 4.12% | -4.53% | 1.66% | 16.28% |
AHLGE | Man AHL Diversified Guernsey | 15% | 9.78% | -5.94% | 5.12% | 2.60% | 4.04% | 17.39% |
BRMCE | BR EM Corporate Bond | 10% | 3.89% | 3.22% | 7.26% | -3.66% | -0.73% | 5.70% |
INEEE | NO European Equity | 15% | 10.06% | 1.54% | 13.02% | 3.84% | 5.58% | 14.36% |
MSEGE | MS US Growth | 25% | 1.18% | 1.75% | 4.41% | -18.79% | 3.23% | 38.90% |
SCSCE | SCH Global Smaller Companies | 20% | 6.21% | 4.16% | 6.60% | -0.10% | 4.37% | 14.45% |
Average | 5.92% | 1.25% | 6.49% | -4.80% | 3.30% | 20.39% |
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% | 1.36% | 2.65% | -6.82% | -5.65% | 7.08% |
BRWBG | BR World Bond | 25% | 0.80% | 3.01% | 4.34% | -3.64% | -1.23% | 5.12% |
IVSB2G | Invesco Sterling Bond | 15% | 1.73% | 2.57% | 9.80% | -0.76% | 1.25% | 7.46% |
MFWG | MFS Prudent Wealth H | 10% | 1.42% | 2.48% | 4.13% | -2.01% | 2.87% | 8.83% |
MSGBG | MS Global Brands | 20% | 6.11% | 5.85% | 7.28% | 1.97% | 6.64% | 14.76% |
Average | 1.82% | 2.83% | 4.95% | -2.20% | 0.37% | 7.65% |
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% | 1.36% | 2.65% | -6.82% | -5.65% | 7.08% |
AHLGG | Man AHL Trend | 10% | -0.91% | -9.73% | -1.83% | -1.03% | 0.41% | 13.87% |
JHGEG | JH Global Equity | 20% | 12.71% | -0.36% | 19.27% | 3.41% | 8.46% | 14.25% |
MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
MSGBG | MS Global Brands | 25% | 6.11% | 5.85% | 7.28% | 1.97% | 6.64% | 14.76% |
MSUAG | MS US Advantage | 15% | 0.00% | 0.36% | 0.41% | -19.22% | -0.58% | 37.74% |
Average | 3.74% | 1.35% | 6.12% | -3.03% | 2.64% | 15.99% |
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% | -0.91% | -9.73% | -1.83% | -1.03% | 0.41% | 13.87% |
BRWTG | BR World Technology | 20% | 16.83% | 6.26% | 25.03% | 1.53% | 14.84% | 22.25% |
MFEEG | MFS Emerging Markets Equity | 15% | 8.09% | 5.01% | 5.42% | -4.54% | -0.41% | 16.62% |
MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
MSGBG | MS Global Brands | 25% | 6.11% | 5.85% | 7.28% | 1.97% | 6.64% | 14.76% |
SCECG | SCH Emerging Market Hard Currency | 10% | 2.24% | -0.26% | 9.83% | -1.13% | -1.41% | 8.12% |
Average | 5.91% | 2.35% | 8.06% | 0.23% | 5.56% | 15.79% |