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% | 15.67% | 5.16% | 22.56% | 10.26% | 11.27% | 18.58% |
| BREB | BR Emerging Markets Bond | 15% | 0.89% | 0.89% | 5.95% | 5.93% | 3.51% | 12.46% |
| JHHY | JH Horizon Global High Yield | 20% | 2.61% | 0.72% | 8.53% | 7.47% | 7.23% | 10.31% |
| MSBO | MS Global Bond | 25% | -2.97% | -0.36% | 0.61% | 4.91% | 2.99% | 5.84% |
| MSGB | MS Global Brands | 15% | 13.54% | 4.62% | 17.93% | 14.67% | 14.94% | 17.24% |
| TKAS | FT K2 Alternative Strategies | 10% | 3.04% | 0.72% | 8.30% | 3.44% | 3.68% | 5.88% |
| Average | 4.60% | 1.73% | 9.65% | 7.69% | 7.02% | 11.35% |
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% | 10.37% | -2.58% | 18.59% | 10.53% | 6.25% | 15.89% |
| BREB | BR Emerging Markets Bond | 10% | 0.89% | 0.89% | 5.95% | 5.93% | 3.51% | 12.46% |
| JHHY | JH Horizon Global High Yield | 20% | 2.61% | 0.72% | 8.53% | 7.47% | 7.23% | 10.31% |
| MSGB | MS Global Brands | 25% | 13.54% | 4.62% | 17.93% | 14.67% | 14.94% | 17.24% |
| MSGO | MS Global Opportunity | 20% | 4.50% | -0.14% | 17.39% | 22.63% | 23.40% | 20.78% |
| SCSC | SCH Global Smaller Companies | 15% | 16.21% | 0.70% | 37.41% | 9.06% | 10.80% | 24.33% |
| Average | 8.36% | 1.21% | 17.73% | 12.69% | 12.46% | 17.01% |
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% | -4.10% | -7.04% | 11.46% | 10.83% | 7.77% | 21.45% |
| AHLG | Man AHL Diversified Guernsey | 15% | 10.37% | -2.58% | 18.59% | 10.53% | 6.25% | 15.89% |
| INEE | NO European Equity | 15% | 12.35% | -0.72% | 23.92% | 6.99% | 8.73% | 23.25% |
| MSEC | MS EM Corp Debt | 10% | 1.28% | 1.33% | 5.64% | 5.83% | 4.26% | 8.37% |
| MSEG | MS US Growth | 25% | 14.42% | 8.49% | 40.34% | 35.49% | 33.24% | 31.13% |
| SCSC | SCH Global Smaller Companies | 20% | 16.21% | 0.70% | 37.41% | 9.06% | 10.80% | 24.33% |
| Average | 9.77% | 0.84% | 26.23% | 15.52% | 14.31% | 22.57% |
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% | 5.45% | 4.00% | 6.68% | 5.73% | 2.46% | 10.79% |
| JHHYE | JH Horizon Global High Yield | 20% | 2.01% | 0.52% | 7.53% | 5.30% | 5.03% | 10.38% |
| MFPWE | MFS Prudent Wealth | 15% | 9.16% | 4.05% | 9.93% | 9.11% | 7.77% | 6.42% |
| MSGBE | MS Global Brands | 15% | 12.74% | 4.41% | 16.54% | 12.12% | 12.34% | 17.27% |
| PMGBE | PIMCO Global Bond | 25% | -1.77% | 0.39% | -0.27% | 2.35% | 1.02% | 4.29% |
| TKASE | FT K2 Alternative Strategies | 10% | 2.39% | 0.54% | 7.22% | 1.32% | 1.44% | 5.92% |
| Average | 4.30% | 2.12% | 7.13% | 5.82% | 4.79% | 8.91% |
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% | 11.05% | -3.06% | 18.59% | 8.50% | 4.12% | 15.98% |
| BRCEE | BR Continental European Flexible | 15% | 24.64% | 9.05% | 45.50% | 21.43% | 17.92% | 20.40% |
| BREBE | BR Emerging Markets Bond | 10% | 5.45% | 4.00% | 6.68% | 5.73% | 2.46% | 10.79% |
| MSCBE | MS Euro Corporate Bond | 20% | 0.20% | 0.36% | 2.80% | 3.05% | 2.18% | 5.49% |
| MSGBE | MS Global Brands | 25% | 12.74% | 4.41% | 16.54% | 12.12% | 12.34% | 17.27% |
| SCSCE | SCH Global Smaller Companies | 20% | 21.17% | 3.70% | 37.94% | 8.30% | 9.15% | 22.11% |
| Average | 12.81% | 3.37% | 21.64% | 9.94% | 8.70% | 15.57% |
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% | -0.19% | -5.22% | 11.92% | 10.56% | 6.62% | 19.48% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 11.05% | -3.06% | 18.59% | 8.50% | 4.12% | 15.98% |
| BRMCE | BR EM Corporate Bond | 10% | -0.16% | 1.44% | 3.50% | 5.13% | 2.90% | 8.99% |
| INEEE | NO European Equity | 15% | 17.08% | 1.91% | 24.78% | 6.79% | 7.60% | 20.23% |
| MSEGE | MS US Growth | 25% | 19.60% | 11.85% | 41.39% | 35.24% | 31.89% | 30.46% |
| SCSCE | SCH Global Smaller Companies | 20% | 21.17% | 3.70% | 37.94% | 8.30% | 9.15% | 22.11% |
| Average | 13.31% | 2.89% | 26.58% | 14.86% | 12.84% | 21.29% |
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% | -0.69% | -0.54% | 2.87% | -2.88% | -2.76% | 12.95% |
| BRWBG | BR World Bond | 25% | -0.55% | 0.80% | 0.96% | 3.91% | 1.72% | 5.43% |
| GATRG | GAM Trading II | 10% | -2.82% | 0.16% | 2.48% | 2.76% | 1.41% | 9.58% |
| IVSB2G | Invesco Sterling Bond | 15% | -0.29% | 0.57% | 2.46% | 4.68% | 3.49% | 3.85% |
| MFWG | MFS Prudent Wealth H | 10% | 4.79% | 1.84% | 9.46% | 8.58% | 8.21% | 7.12% |
| MSGBG | MS Global Brands | 20% | 13.91% | 4.77% | 18.21% | 13.56% | 13.89% | 17.29% |
| Average | 2.66% | 1.33% | 6.02% | 4.95% | 4.14% | 9.65% |
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% | -0.69% | -0.54% | 2.87% | -2.88% | -2.76% | 12.95% |
| AHLGG | Man AHL Trend | 10% | 4.88% | -1.17% | 9.02% | 8.85% | 6.57% | 15.69% |
| JHGEG | JH Global Equity | 20% | 15.73% | 8.42% | 21.08% | 14.24% | 15.47% | 16.32% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.33% | 3.12% | -1.41% | 5.04% | 2.88% | 8.93% |
| MSGBG | MS Global Brands | 25% | 13.91% | 4.77% | 18.21% | 13.56% | 13.89% | 17.29% |
| MSUAG | MS US Advantage | 15% | 8.14% | 5.00% | 29.25% | 25.88% | 24.32% | 24.96% |
| Average | 8.03% | 3.90% | 14.28% | 11.33% | 10.89% | 16.18% |
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% | 4.88% | -1.17% | 9.02% | 8.85% | 6.57% | 15.69% |
| BRWTG | BR World Technology | 20% | 8.06% | 10.01% | 30.06% | 31.51% | 33.61% | 23.10% |
| MFEEG | MFS Emerging Markets Equity | 15% | -4.23% | -8.88% | 10.29% | 4.29% | 6.67% | 20.17% |
| MFEV2G | MFS European Value | 15% | 10.24% | 3.77% | 15.67% | 10.47% | 10.54% | 16.10% |
| MSGBG | MS Global Brands | 25% | 13.91% | 4.77% | 18.21% | 13.56% | 13.89% | 17.29% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -0.97% | 3.93% | -2.08% | 4.50% | 2.77% | 10.60% |
| Average | 6.63% | 2.65% | 15.60% | 13.68% | 14.04% | 17.80% |