Предлагаемая Стратегия
Conservative Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
ABLV | AB Low Vol Equity Portfolio | 15% | 17.55% | 4.72% | 25.88% | 8.05% | 9.80% | 13.40% |
BREB | BR Emerging Markets Bond | 15% | 9.45% | 3.43% | 23.64% | 0.94% | 1.99% | 10.46% |
JHHY | JH Horizon Global High Yield | 20% | 9.09% | 3.10% | 18.09% | 0.92% | 2.59% | 6.17% |
MSBO | MS Global Bond | 25% | 1.93% | 2.31% | 11.31% | -4.15% | -1.55% | 7.45% |
MSGB | MS Global Brands | 15% | 11.96% | 5.20% | 20.84% | 4.21% | 8.68% | 14.86% |
TKAS | FT K2 Alternative Strategies | 10% | 9.35% | 2.91% | 11.35% | 0.80% | 2.26% | 4.17% |
Average | 9.08% | 3.49% | 18.13% | 1.21% | 3.43% | 9.32% |
Balanced Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
AHLG | Man AHL Diversified Guernsey | 10% | -2.72% | -15.83% | -8.01% | -0.43% | 3.74% | 17.26% |
BREB | BR Emerging Markets Bond | 10% | 9.45% | 3.43% | 23.64% | 0.94% | 1.99% | 10.46% |
JHHY | JH Horizon Global High Yield | 20% | 9.09% | 3.10% | 18.09% | 0.92% | 2.59% | 6.17% |
MSGB | MS Global Brands | 25% | 11.96% | 5.20% | 20.84% | 4.21% | 8.68% | 14.86% |
MSGO | MS Global Opportunity | 20% | 27.13% | 13.58% | 46.03% | 0.95% | 12.39% | 26.73% |
SCSC | SCH Global Smaller Companies | 15% | 9.96% | 1.26% | 22.60% | -1.76% | 5.42% | 17.49% |
Average | 12.40% | 3.59% | 22.99% | 1.21% | 6.55% | 15.69% |
Aggressive Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
ACEM | AB Emerging Markets Growth | 15% | 15.08% | 5.32% | 24.55% | -4.67% | 3.22% | 18.90% |
AHLG | Man AHL Diversified Guernsey | 15% | -2.72% | -15.83% | -8.01% | -0.43% | 3.74% | 17.26% |
INEE | NO European Equity | 15% | 13.68% | 2.89% | 28.86% | 2.18% | 6.05% | 18.69% |
MSEC | MS EM Corp Debt | 10% | 8.66% | 2.56% | 16.96% | 0.30% | 1.30% | 5.69% |
MSEG | MS US Growth | 25% | 20.27% | 12.98% | 41.70% | -16.01% | 9.28% | 41.95% |
SCSC | SCH Global Smaller Companies | 20% | 9.96% | 1.26% | 22.60% | -1.76% | 5.42% | 17.49% |
Average | 11.83% | 2.61% | 23.45% | -4.76% | 5.49% | 22.78% |
Conservative Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
BREBE | BR Emerging Markets Bond | 15% | 10.54% | 3.91% | 20.18% | 3.20% | 2.51% | 8.85% |
JHHYE | JH Horizon Global High Yield | 20% | 7.73% | 2.69% | 16.18% | -1.00% | 0.81% | 6.16% |
MFPWE | MFS Prudent Wealth | 15% | 6.54% | 3.27% | 11.63% | 2.07% | 4.63% | 6.94% |
MSGBE | MS Global Brands | 15% | 10.42% | 4.76% | 18.64% | 1.76% | 6.40% | 14.84% |
PMGBE | PIMCO Global Bond | 25% | 2.17% | 1.23% | 9.16% | -2.91% | -1.41% | 4.88% |
TKASE | FT K2 Alternative Strategies | 10% | 8.06% | 2.49% | 9.61% | -1.04% | 0.55% | 4.19% |
Average | 7.02% | 2.89% | 14.05% | 0.02% | 1.90% | 7.47% |
Balanced Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
AHLGE | Man AHL Diversified Guernsey | 10% | -4.09% | -16.39% | -9.88% | -2.41% | 2.04% | 17.39% |
BRCEE | BR Continental European Flexible | 15% | 11.44% | -1.65% | 22.64% | 1.44% | 11.32% | 18.56% |
BREBE | BR Emerging Markets Bond | 10% | 10.54% | 3.91% | 20.18% | 3.20% | 2.51% | 8.85% |
MSCBE | MS Euro Corporate Bond | 20% | 4.56% | 2.56% | 10.82% | -1.05% | -0.08% | 5.12% |
MSGBE | MS Global Brands | 25% | 10.42% | 4.76% | 18.64% | 1.76% | 6.40% | 14.84% |
SCSCE | SCH Global Smaller Companies | 20% | 10.48% | 1.77% | 18.60% | -0.08% | 5.44% | 14.73% |
Average | 7.97% | 0.56% | 14.97% | 0.51% | 4.83% | 13.09% |
Aggressive Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
ACEME | AB Emerging Markets Growth | 15% | 15.94% | 5.66% | 20.79% | -2.54% | 3.78% | 16.89% |
AHLGE | Man AHL Diversified Guernsey | 15% | -4.09% | -16.39% | -9.88% | -2.41% | 2.04% | 17.39% |
BRMCE | BR EM Corporate Bond | 10% | 7.12% | 3.02% | 14.31% | -2.41% | -0.34% | 5.76% |
INEEE | NO European Equity | 15% | 14.58% | 3.34% | 25.19% | 4.49% | 6.63% | 14.94% |
MSEGE | MS US Growth | 25% | 21.47% | 13.53% | 37.68% | -14.13% | 9.84% | 39.03% |
SCSCE | SCH Global Smaller Companies | 20% | 10.48% | 1.77% | 18.60% | -0.08% | 5.44% | 14.73% |
Average | 12.14% | 2.93% | 19.99% | -3.86% | 5.38% | 20.66% |
Conservative Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
ABHYG | AB Global High Yield | 20% | 1.15% | 1.05% | 7.95% | -5.83% | -5.21% | 7.14% |
BRWBG | BR World Bond | 25% | 3.39% | 2.29% | 11.02% | -2.31% | -0.84% | 5.24% |
IVSB2G | Invesco Sterling Bond | 15% | 3.56% | 1.53% | 13.63% | 0.31% | 1.53% | 7.59% |
MFWG | MFS Prudent Wealth H | 10% | 6.23% | 3.10% | 15.34% | -0.25% | 3.85% | 9.00% |
MSGBG | MS Global Brands | 20% | 12.38% | 5.32% | 21.26% | 4.03% | 8.24% | 14.86% |
Average | 4.71% | 2.39% | 12.18% | -0.92% | 1.01% | 7.75% |
Balanced Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
ABHYG | AB Global High Yield | 15% | 1.15% | 1.05% | 7.95% | -5.83% | -5.21% | 7.14% |
AHLGG | Man AHL Trend | 10% | -8.79% | -12.01% | -13.91% | -2.76% | 0.01% | 15.08% |
JHGEG | JH Global Equity | 20% | 17.44% | 2.57% | 25.83% | 4.23% | 10.59% | 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% | 12.38% | 5.32% | 21.26% | 4.03% | 8.24% | 14.86% |
MSUAG | MS US Advantage | 15% | 14.99% | 9.76% | 34.50% | -14.60% | 3.66% | 37.83% |
Average | 7.89% | 2.94% | 15.63% | -1.69% | 4.13% | 16.23% |
Aggressive Strategy
Код[br]Фонда | Название[br]Фонда | Allocation | YTD | 3 мес. | 1 год | 3 года ежег-но |
5 лет ежег-но |
Волатил-ть за 3 г. |
---|---|---|---|---|---|---|---|---|
AHLGG | Man AHL Trend | 15% | -8.79% | -12.01% | -13.91% | -2.76% | 0.01% | 15.08% |
BRWTG | BR World Technology | 20% | 27.75% | 4.03% | 38.22% | 4.67% | 19.24% | 22.86% |
MFEEG | MFS Emerging Markets Equity | 15% | 18.40% | 6.36% | 24.44% | -1.25% | 2.24% | 16.69% |
MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
MSGBG | MS Global Brands | 25% | 12.38% | 5.32% | 21.26% | 4.03% | 8.24% | 14.86% |
SCECG | SCH Emerging Market Hard Currency | 10% | 5.62% | 3.66% | 13.60% | 0.29% | -0.35% | 8.21% |
Average | 10.36% | 2.03% | 15.61% | 1.75% | 7.28% | 16.13% |