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% | 7.89% | 10.30% | 11.77% | 14.98% | 11.61% | 13.41% |
| BREB | BR Emerging Markets Bond | 15% | 5.70% | 3.37% | 10.54% | 10.21% | 3.12% | 9.56% |
| JHHY | JH Horizon Global High Yield | 20% | 3.57% | 4.63% | 9.14% | 8.78% | 3.78% | 5.94% |
| MSBO | MS Global Bond | 25% | 7.33% | 2.68% | 8.96% | 2.91% | -1.25% | 7.36% |
| MSGB | MS Global Brands | 15% | 6.57% | 4.01% | 12.13% | 9.89% | 7.79% | 13.83% |
| TKAS | FT K2 Alternative Strategies | 10% | 2.25% | 3.38% | 6.73% | 5.18% | 3.18% | 4.03% |
| Average | 5.80% | 4.59% | 9.91% | 8.26% | 4.14% | 8.95% |
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% | -14.35% | -6.88% | -24.23% | -7.55% | 1.01% | 17.59% |
| BREB | BR Emerging Markets Bond | 10% | 5.70% | 3.37% | 10.54% | 10.21% | 3.12% | 9.56% |
| JHHY | JH Horizon Global High Yield | 20% | 3.57% | 4.63% | 9.14% | 8.78% | 3.78% | 5.94% |
| MSGB | MS Global Brands | 25% | 6.57% | 4.01% | 12.13% | 9.89% | 7.79% | 13.83% |
| MSGO | MS Global Opportunity | 20% | 15.18% | 20.08% | 30.61% | 29.22% | 10.12% | 23.87% |
| SCSC | SCH Global Smaller Companies | 15% | 1.50% | 9.51% | 7.09% | 7.47% | 6.60% | 17.71% |
| Average | 4.75% | 7.02% | 10.68% | 11.46% | 6.13% | 14.79% |
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% | 15.13% | 15.10% | 12.37% | 7.48% | 3.06% | 17.83% |
| AHLG | Man AHL Diversified Guernsey | 15% | -14.35% | -6.88% | -24.23% | -7.55% | 1.01% | 17.59% |
| INEE | NO European Equity | 15% | 27.01% | 15.48% | 22.60% | 19.46% | 10.76% | 17.77% |
| MSEC | MS EM Corp Debt | 10% | 3.53% | 0.85% | 7.81% | 7.53% | 2.49% | 5.26% |
| MSEG | MS US Growth | 25% | 15.00% | 32.25% | 61.80% | 28.86% | 5.26% | 36.83% |
| SCSC | SCH Global Smaller Companies | 20% | 1.50% | 9.51% | 7.09% | 7.47% | 6.60% | 17.71% |
| Average | 8.57% | 13.60% | 19.26% | 12.37% | 5.11% | 21.25% |
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% | -7.60% | -2.72% | 1.33% | 5.85% | 2.14% | 9.53% |
| JHHYE | JH Horizon Global High Yield | 20% | 2.54% | 4.02% | 7.20% | 6.59% | 2.08% | 5.94% |
| MFPWE | MFS Prudent Wealth | 15% | 0.74% | 2.04% | 7.08% | 4.38% | 3.46% | 7.83% |
| MSGBE | MS Global Brands | 15% | 5.31% | 3.27% | 9.75% | 7.19% | 5.58% | 13.82% |
| PMGBE | PIMCO Global Bond | 25% | 1.95% | 0.34% | 3.76% | 1.27% | -1.45% | 4.93% |
| TKASE | FT K2 Alternative Strategies | 10% | 1.20% | 2.82% | 4.99% | 3.14% | 1.53% | 4.03% |
| Average | 0.88% | 1.56% | 5.60% | 4.56% | 1.88% | 7.50% |
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% | -15.82% | -8.71% | -24.97% | -9.73% | -0.77% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 6.95% | 9.48% | 1.53% | 13.56% | 10.08% | 17.05% |
| BREBE | BR Emerging Markets Bond | 10% | -7.60% | -2.72% | 1.33% | 5.85% | 2.14% | 9.53% |
| MSCBE | MS Euro Corporate Bond | 20% | 1.96% | 1.94% | 5.94% | 4.72% | 0.66% | 4.82% |
| MSGBE | MS Global Brands | 25% | 5.31% | 3.27% | 9.75% | 7.19% | 5.58% | 13.82% |
| SCSCE | SCH Global Smaller Companies | 20% | -11.04% | 3.25% | -2.21% | 2.34% | 5.32% | 16.44% |
| Average | -1.79% | 2.13% | 1.05% | 4.86% | 4.24% | 12.96% |
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% | 0.58% | 8.03% | 3.15% | 2.76% | 2.27% | 16.79% |
| AHLGE | Man AHL Diversified Guernsey | 15% | -15.82% | -8.71% | -24.97% | -9.73% | -0.77% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | 2.45% | 0.78% | 5.13% | 4.41% | -0.09% | 5.47% |
| INEEE | NO European Equity | 15% | 10.85% | 8.31% | 12.49% | 14.77% | 9.78% | 14.85% |
| MSEGE | MS US Growth | 25% | 0.57% | 24.48% | 48.36% | 23.79% | 4.27% | 34.53% |
| SCSCE | SCH Global Smaller Companies | 20% | -11.04% | 3.25% | -2.21% | 2.34% | 5.32% | 16.44% |
| Average | -2.48% | 7.99% | 10.76% | 8.03% | 3.81% | 19.82% |
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% | -0.10% | 1.86% | 0.68% | 0.95% | -3.04% | 6.90% |
| BRWBG | BR World Bond | 25% | 1.99% | 0.68% | 5.38% | 1.91% | -0.89% | 5.31% |
| IVSB2G | Invesco Sterling Bond | 15% | 2.80% | 2.40% | 4.45% | 4.63% | 1.03% | 7.75% |
| MFWG | MFS Prudent Wealth H | 10% | 15.26% | 8.63% | 16.71% | 9.14% | 4.22% | 9.33% |
| MSGBG | MS Global Brands | 20% | 6.58% | 3.95% | 12.38% | 9.75% | 7.73% | 13.83% |
| Average | 3.74% | 2.56% | 6.30% | 4.23% | 1.29% | 7.57% |
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% | -0.10% | 1.86% | 0.68% | 0.95% | -3.04% | 6.90% |
| AHLGG | Man AHL Trend | 10% | -16.39% | -7.74% | -26.07% | -8.65% | -2.78% | 14.75% |
| JHGEG | JH Global Select | 20% | 1.45% | 13.66% | 2.97% | 10.48% | 8.03% | 14.63% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | 6.58% | 3.95% | 12.38% | 9.75% | 7.73% | 13.83% |
| MSUAG | MS US Advantage | 15% | 17.84% | 28.67% | 53.56% | 28.03% | 3.58% | 33.04% |
| Average | 2.72% | 8.20% | 9.39% | 7.82% | 3.53% | 15.19% |
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% | -16.39% | -7.74% | -26.07% | -8.65% | -2.78% | 14.75% |
| BRWTG | BR World Technology | 20% | -2.63% | 23.28% | 5.16% | 20.66% | 10.50% | 22.67% |
| MFEEG | MFS Emerging Markets Equity | 15% | 17.75% | 13.34% | 20.15% | 12.09% | 4.95% | 15.77% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | 6.58% | 3.95% | 12.38% | 9.75% | 7.73% | 13.83% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -3.53% | 0.56% | 4.72% | 5.31% | -0.30% | 8.33% |
| Average | 0.68% | 6.91% | 3.42% | 8.00% | 5.40% | 15.66% |