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% | -11.43% | 0.00% | -8.25% | 4.08% | 6.05% | 20.19% |
| BREB | BR Emerging Markets Bond | 15% | -18.44% | -1.90% | -17.05% | -4.65% | -2.50% | 14.70% |
| JHHY | JH Horizon Global High Yield | 20% | -14.63% | -3.15% | -13.43% | -2.38% | 1.06% | 11.09% |
| MSBO | MS Global Bond | 25% | -17.38% | -2.45% | -17.29% | -4.79% | -2.06% | 7.43% |
| MSGB | MS Global Brands | 15% | -16.08% | -3.22% | -12.45% | 5.27% | 7.72% | 19.52% |
| TKAS | FT K2 Alternative Strategies | 10% | -8.30% | -1.56% | -8.67% | -0.29% | 0.57% | 6.13% |
| Average | -14.99% | -2.17% | -13.54% | -1.00% | 1.44% | 12.85% |
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% | 13.71% | 2.49% | 6.28% | 9.91% | 6.58% | 16.85% |
| BREB | BR Emerging Markets Bond | 10% | -18.44% | -1.90% | -17.05% | -4.65% | -2.50% | 14.70% |
| JHHY | JH Horizon Global High Yield | 20% | -14.63% | -3.15% | -13.43% | -2.38% | 1.06% | 11.09% |
| MSGB | MS Global Brands | 25% | -16.08% | -3.22% | -12.45% | 5.27% | 7.72% | 19.52% |
| MSGO | MS Global Opportunity | 20% | -38.95% | -7.60% | -40.41% | -1.54% | 3.31% | 28.34% |
| SCSC | SCH Global Smaller Companies | 15% | -21.60% | -2.53% | -19.00% | 1.74% | 1.57% | 25.68% |
| Average | -18.45% | -3.28% | -17.81% | 1.32% | 3.45% | 19.77% |
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% | -24.41% | -9.04% | -24.38% | -2.74% | -4.38% | 22.64% |
| AHLG | Man AHL Diversified Guernsey | 15% | 13.71% | 2.49% | 6.28% | 9.91% | 6.58% | 16.85% |
| INEE | NO European Equity | 15% | -19.89% | 7.62% | -15.96% | -0.80% | -1.81% | 26.00% |
| MSEC | MS EM Corp Debt | 10% | -16.12% | -2.43% | -15.95% | -4.37% | -1.59% | 9.34% |
| MSEG | MS US Growth | 25% | -55.23% | -18.07% | -62.34% | -2.28% | 3.63% | 42.97% |
| SCSC | SCH Global Smaller Companies | 20% | -21.60% | -2.53% | -19.00% | 1.74% | 1.57% | 25.68% |
| Average | -24.33% | -5.11% | -26.09% | 0.30% | 1.12% | 26.64% |
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% | -11.57% | -5.36% | -10.12% | -2.90% | 0.18% | 12.19% |
| JHHYE | JH Horizon Global High Yield | 20% | -16.16% | -3.80% | -15.09% | -3.92% | -1.01% | 11.16% |
| MFPWE | MFS Prudent Wealth | 15% | -8.57% | -4.91% | -7.32% | 2.30% | 5.35% | 6.80% |
| MSGBE | MS Global Brands | 15% | -18.38% | -4.42% | -14.96% | 3.12% | 5.13% | 19.53% |
| PMGBE | PIMCO Global Bond | 25% | -12.66% | -2.62% | -13.01% | -3.96% | -2.15% | 5.17% |
| TKASE | FT K2 Alternative Strategies | 10% | -9.90% | -2.27% | -10.39% | -1.81% | -1.50% | 6.18% |
| Average | -13.17% | -3.85% | -12.17% | -1.58% | 0.71% | 9.92% |
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% | 12.68% | 2.29% | 5.06% | 8.75% | 4.92% | 16.97% |
| BRCEE | BR Continental European Flexible | 15% | -22.70% | 1.48% | -21.46% | 7.01% | 7.09% | 23.10% |
| BREBE | BR Emerging Markets Bond | 10% | -11.57% | -5.36% | -10.12% | -2.90% | 0.18% | 12.19% |
| MSCBE | MS Euro Corporate Bond | 20% | -13.40% | -1.92% | -13.30% | -3.95% | -1.71% | 6.61% |
| MSGBE | MS Global Brands | 25% | -18.38% | -4.42% | -14.96% | 3.12% | 5.13% | 19.53% |
| SCSCE | SCH Global Smaller Companies | 20% | -15.29% | -6.60% | -12.96% | 3.00% | 3.80% | 22.75% |
| Average | -13.63% | -2.89% | -12.72% | 2.23% | 3.27% | 17.14% |
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% | -17.40% | -12.31% | -17.16% | -0.63% | -1.65% | 19.81% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 12.68% | 2.29% | 5.06% | 8.75% | 4.92% | 16.97% |
| BRMCE | BR EM Corporate Bond | 10% | -17.30% | -3.32% | -16.97% | -4.78% | -2.37% | 10.08% |
| INEEE | NO European Equity | 15% | -12.80% | 3.54% | -8.27% | 1.26% | 0.95% | 21.59% |
| MSEGE | MS US Growth | 25% | -51.46% | -20.94% | -59.22% | -0.50% | 6.47% | 41.38% |
| SCSCE | SCH Global Smaller Companies | 20% | -15.29% | -6.60% | -12.96% | 3.00% | 3.80% | 22.75% |
| Average | -20.28% | -7.86% | -22.15% | 1.40% | 2.77% | 24.66% |
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% | -18.47% | -3.79% | -18.34% | -9.80% | -7.67% | 13.94% |
| BRWBG | BR World Bond | 25% | -13.49% | -3.23% | -13.15% | -3.70% | -1.34% | 6.01% |
| GATRG | GAM Trading II | 10% | -5.06% | -1.37% | -5.60% | -1.83% | 0.92% | 9.25% |
| IVSB2G | Invesco Sterling Bond | 15% | -10.36% | 0.23% | -10.65% | -1.61% | 0.19% | 6.36% |
| MFWG | MFS Prudent Wealth H | 10% | -16.77% | -1.63% | -15.80% | -0.28% | 1.87% | 9.14% |
| MSGBG | MS Global Brands | 20% | -16.67% | -3.72% | -13.09% | 4.54% | 6.73% | 19.56% |
| Average | -14.14% | -2.58% | -13.31% | -2.43% | -0.22% | 11.00% |
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% | -18.47% | -3.79% | -18.34% | -9.80% | -7.67% | 13.94% |
| AHLGG | Man AHL Trend | 10% | 13.72% | 3.39% | 11.87% | 3.67% | 4.23% | 14.74% |
| JHGEG | JH Global Equity | 20% | -13.61% | -2.51% | -12.85% | 7.92% | 8.35% | 17.83% |
| MFEDG | MFS Emerging Markets Debt | 15% | -6.39% | -3.09% | -6.31% | -1.98% | 0.76% | 9.84% |
| MSGBG | MS Global Brands | 25% | -16.67% | -3.72% | -13.09% | 4.54% | 6.73% | 19.56% |
| MSUAG | MS US Advantage | 15% | -50.95% | -14.94% | -57.09% | -7.52% | 0.12% | 37.79% |
| Average | -16.89% | -4.37% | -16.92% | 0.19% | 2.76% | 19.17% |
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% | 13.72% | 3.39% | 11.87% | 3.67% | 4.23% | 14.74% |
| BRWTG | BR World Technology | 20% | -31.21% | -15.00% | -34.18% | 10.85% | 13.49% | 25.37% |
| MFEEG | MFS Emerging Markets Equity | 15% | -25.28% | -6.58% | -23.77% | -7.07% | -5.32% | 21.65% |
| MFEV2G | MFS European Value | 15% | -9.88% | 5.41% | -6.39% | 4.74% | 5.73% | 18.29% |
| MSGBG | MS Global Brands | 25% | -16.67% | -3.72% | -13.09% | 4.54% | 6.73% | 19.56% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -11.07% | -2.26% | -11.42% | -4.36% | -0.47% | 10.96% |
| Average | -14.73% | -3.82% | -13.99% | 3.07% | 5.03% | 19.26% |