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% | -2.05% | 2.89% | 16.78% | 14.26% | 11.15% | 18.26% |
| BREB | BR Emerging Markets Bond | 15% | -3.01% | -4.51% | -4.75% | 3.07% | 1.91% | 12.57% |
| JHHY | JH Horizon Global High Yield | 20% | -1.19% | -1.22% | -0.86% | 6.70% | 5.40% | 10.30% |
| MSBO | MS Global Bond | 25% | -0.30% | -1.41% | -5.14% | 3.52% | 3.34% | 5.89% |
| MSGB | MS Global Brands | 15% | -3.42% | 3.48% | 16.92% | 18.32% | 15.06% | 17.29% |
| TKAS | FT K2 Alternative Strategies | 10% | -1.53% | -1.61% | -0.24% | 3.69% | 2.73% | 5.83% |
| Average | -1.74% | -0.48% | 2.86% | 7.94% | 6.41% | 11.33% |
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% | -0.11% | -7.10% | 3.05% | 9.29% | 5.02% | 15.63% |
| BREB | BR Emerging Markets Bond | 10% | -3.01% | -4.51% | -4.75% | 3.07% | 1.91% | 12.57% |
| JHHY | JH Horizon Global High Yield | 20% | -1.19% | -1.22% | -0.86% | 6.70% | 5.40% | 10.30% |
| MSGB | MS Global Brands | 25% | -3.42% | 3.48% | 16.92% | 18.32% | 15.06% | 17.29% |
| MSGO | MS Global Opportunity | 20% | -7.52% | -11.34% | -9.09% | 22.35% | 20.10% | 21.03% |
| SCSC | SCH Global Smaller Companies | 15% | -3.70% | -1.00% | 9.11% | 14.45% | 9.17% | 23.81% |
| Average | -3.46% | -2.95% | 3.44% | 13.79% | 10.93% | 16.98% |
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% | 0.48% | -6.29% | -12.97% | 12.21% | 7.26% | 20.75% |
| AHLG | Man AHL Diversified Guernsey | 15% | -0.11% | -7.10% | 3.05% | 9.29% | 5.02% | 15.63% |
| INEE | NO European Equity | 15% | -0.70% | -0.80% | 7.83% | 9.47% | 7.64% | 23.05% |
| MSEC | MS EM Corp Debt | 10% | -1.49% | -1.95% | -1.88% | 4.19% | 3.21% | 8.42% |
| MSEG | MS US Growth | 25% | -13.79% | -26.37% | -19.89% | 27.90% | 25.05% | 33.06% |
| SCSC | SCH Global Smaller Companies | 20% | -3.70% | -1.00% | 9.11% | 14.45% | 9.17% | 23.81% |
| Average | -4.39% | -9.12% | -3.65% | 14.93% | 11.41% | 22.78% |
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% | -4.15% | -3.14% | 0.91% | 3.17% | 0.39% | 10.82% |
| JHHYE | JH Horizon Global High Yield | 20% | -1.21% | -1.46% | -1.73% | 4.79% | 3.29% | 10.36% |
| MFPWE | MFS Prudent Wealth | 15% | -2.06% | 0.24% | 9.21% | 9.56% | 7.49% | 6.25% |
| MSGBE | MS Global Brands | 15% | -3.45% | 3.21% | 15.73% | 15.95% | 12.54% | 17.07% |
| PMGBE | PIMCO Global Bond | 25% | -0.60% | -1.46% | -3.59% | 1.64% | 0.81% | 4.34% |
| TKASE | FT K2 Alternative Strategies | 10% | -1.54% | -1.81% | -1.00% | 1.82% | 0.54% | 5.86% |
| Average | -2.00% | -0.79% | 2.53% | 5.85% | 3.98% | 8.86% |
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% | -0.13% | -7.45% | 3.14% | 7.49% | 2.90% | 15.71% |
| BRCEE | BR Continental European Flexible | 15% | -8.11% | -3.34% | 13.91% | 24.16% | 14.77% | 20.61% |
| BREBE | BR Emerging Markets Bond | 10% | -4.15% | -3.14% | 0.91% | 3.17% | 0.39% | 10.82% |
| MSCBE | MS Euro Corporate Bond | 20% | -0.50% | -0.92% | -1.58% | 3.14% | 1.91% | 5.48% |
| MSGBE | MS Global Brands | 25% | -3.45% | 3.21% | 15.73% | 15.95% | 12.54% | 17.07% |
| SCSCE | SCH Global Smaller Companies | 20% | -4.46% | 0.32% | 15.03% | 13.94% | 7.16% | 21.81% |
| Average | -3.50% | -0.88% | 9.11% | 12.09% | 7.49% | 15.47% |
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% | -0.57% | -4.79% | -7.31% | 12.38% | 5.91% | 18.81% |
| AHLGE | Man AHL Diversified Guernsey | 15% | -0.13% | -7.45% | 3.14% | 7.49% | 2.90% | 15.71% |
| BRMCE | BR EM Corporate Bond | 10% | -1.38% | -2.41% | -3.65% | 3.59% | 2.20% | 9.05% |
| INEEE | NO European Equity | 15% | -1.85% | 0.78% | 14.83% | 9.67% | 6.07% | 20.02% |
| MSEGE | MS US Growth | 25% | -14.81% | -25.36% | -15.15% | 28.00% | 23.17% | 31.95% |
| SCSCE | SCH Global Smaller Companies | 20% | -4.46% | 0.32% | 15.03% | 13.94% | 7.16% | 21.81% |
| Average | -5.12% | -8.24% | 0.45% | 14.58% | 9.68% | 21.44% |
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% | -1.04% | -2.84% | -5.08% | -3.03% | -4.11% | 12.97% |
| BRWBG | BR World Bond | 25% | -1.12% | -0.97% | -2.61% | 2.77% | 1.69% | 5.48% |
| GATRG | GAM Trading II | 10% | - | -0.57% | -3.77% | 1.23% | 0.84% | 9.49% |
| IVSB2G | Invesco Sterling Bond | 15% | -0.29% | -0.36% | -1.49% | 4.39% | 3.18% | 3.90% |
| MFWG | MFS Prudent Wealth H | 10% | -0.97% | -1.15% | 2.63% | 8.83% | 8.04% | 7.08% |
| MSGBG | MS Global Brands | 20% | -3.42% | 3.50% | 17.30% | 17.35% | 14.06% | 17.10% |
| Average | N/A | -0.34% | 1.45% | 5.22% | 3.78% | 9.63% |
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% | -1.04% | -2.84% | -5.08% | -3.03% | -4.11% | 12.97% |
| AHLGG | Man AHL Trend | 10% | -2.30% | -7.00% | -5.94% | 4.92% | 3.30% | 15.41% |
| JHGEG | JH Global Equity | 20% | -7.80% | -2.29% | 11.92% | 16.31% | 11.91% | 16.29% |
| MFEDG | MFS Emerging Markets Debt | 15% | -3.92% | -3.34% | -4.49% | 1.90% | 0.80% | 9.00% |
| MSGBG | MS Global Brands | 25% | -3.42% | 3.50% | 17.30% | 17.35% | 14.06% | 17.10% |
| MSUAG | MS US Advantage | 15% | -11.28% | -22.57% | -18.30% | 19.59% | 17.48% | 26.58% |
| Average | -5.08% | -4.60% | 1.93% | 10.86% | 8.35% | 16.36% |
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% | -2.30% | -7.00% | -5.94% | 4.92% | 3.30% | 15.41% |
| BRWTG | BR World Technology | 20% | -10.20% | -8.79% | -6.58% | 32.69% | 27.42% | 22.46% |
| MFEEG | MFS Emerging Markets Equity | 15% | 1.55% | -2.97% | -10.36% | 5.13% | 5.96% | 19.85% |
| MFEV2G | MFS European Value | 15% | -3.68% | 1.23% | 11.67% | 13.41% | 10.54% | 15.93% |
| MSGBG | MS Global Brands | 25% | -3.42% | 3.50% | 17.30% | 17.35% | 14.06% | 17.10% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -3.28% | -2.32% | -4.04% | 1.73% | 0.32% | 10.58% |
| Average | -3.89% | -2.43% | 1.91% | 14.57% | 12.00% | 17.50% |