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% 12.84% 8.65% 19.19% 7.77% 9.04% 13.05%
BREB BR Emerging Markets Bond 15% 6.03% 3.87% 14.86% -0.51% 0.97% 10.44%
JHHY JH Horizon Global High Yield 20% 5.80% 4.01% 11.79% -0.43% 2.46% 6.13%
MSBO MS Global Bond 25% -0.87% 3.12% 1.06% -5.65% -1.92% 7.27%
MSGB MS Global Brands 15% 5.28% 5.32% 7.18% 2.36% 7.00% 14.76%
TKAS FT K2 Alternative Strategies 10% 6.52% 2.14% 6.34% -0.08% 1.52% 4.07%
Average 5.22% 4.47% 9.44% -0.06% 2.72% 9.19%

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% 15.58% -2.19% 9.55% 5.46% 7.01% 17.26%
BREB BR Emerging Markets Bond 10% 6.03% 3.87% 14.86% -0.51% 0.97% 10.44%
JHHY JH Horizon Global High Yield 20% 5.80% 4.01% 11.79% -0.43% 2.46% 6.13%
MSGB MS Global Brands 25% 5.28% 5.32% 7.18% 2.36% 7.00% 14.76%
MSGO MS Global Opportunity 20% 11.06% 1.29% 16.01% -3.32% 8.69% 26.40%
SCSC SCH Global Smaller Companies 15% 6.82% 6.97% 6.35% -0.98% 4.95% 17.34%
Average 7.88% 3.60% 10.75% 0.19% 5.52% 15.57%

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% 9.05% 8.36% 6.59% -6.84% 1.74% 18.45%
AHLG Man AHL Diversified Guernsey 15% 15.58% -2.19% 9.55% 5.46% 7.01% 17.26%
INEE NO European Equity 15% 11.44% 6.18% 13.76% 2.96% 5.33% 18.24%
MSEC MS EM Corp Debt 10% 5.92% 4.02% 11.00% -0.85% 1.03% 5.66%
MSEG MS US Growth 25% 5.15% 8.13% 5.55% -18.05% 3.69% 41.73%
SCSC SCH Global Smaller Companies 20% 6.82% 6.97% 6.35% -0.98% 4.95% 17.34%
Average 8.65% 5.68% 8.24% -4.56% 4.13% 22.56%

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% 6.91% 1.56% 18.11% 2.13% 1.62% 8.82%
JHHYE JH Horizon Global High Yield 20% 4.89% 3.59% 9.94% -2.26% 0.62% 6.12%
MFPWE MFS Prudent Wealth 15% 3.17% 1.64% 8.05% 1.74% 4.04% 6.79%
MSGBE MS Global Brands 15% 4.25% 4.87% 5.20% 0.02% 4.70% 14.74%
PMGBE PIMCO Global Bond 25% 0.75% 1.88% 3.68% -3.81% -1.62% 4.77%
TKASE FT K2 Alternative Strategies 10% 5.65% 1.65% 4.49% -1.84% -0.27% 4.11%
Average 3.88% 2.56% 8.06% -1.01% 1.25% 7.38%

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% 14.71% -2.46% 7.43% 3.46% 5.30% 17.39%
BRCEE BR Continental European Flexible 15% 12.90% 3.52% 13.37% 3.10% 11.66% 18.00%
BREBE BR Emerging Markets Bond 10% 6.91% 1.56% 18.11% 2.13% 1.62% 8.82%
MSCBE MS Euro Corporate Bond 20% 1.80% 1.50% 7.09% -2.31% -0.54% 5.07%
MSGBE MS Global Brands 25% 4.25% 4.87% 5.20% 0.02% 4.70% 14.74%
SCSCE SCH Global Smaller Companies 20% 7.28% 4.51% 8.80% 1.16% 5.07% 14.44%
Average 6.98% 2.86% 9.04% 0.80% 4.52% 12.91%

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% 9.60% 5.98% 8.94% -4.36% 2.33% 16.25%
AHLGE Man AHL Diversified Guernsey 15% 14.71% -2.46% 7.43% 3.46% 5.30% 17.39%
BRMCE BR EM Corporate Bond 10% 3.89% 3.12% 7.26% -3.66% -0.70% 5.70%
INEEE NO European Equity 15% 12.03% 3.90% 16.30% 5.69% 5.96% 14.37%
MSEGE MS US Growth 25% 5.97% 5.69% 8.49% -15.88% 4.34% 38.85%
SCSCE SCH Global Smaller Companies 20% 7.28% 4.51% 8.80% 1.16% 5.07% 14.44%
Average 8.79% 3.75% 9.51% -3.39% 4.07% 20.37%

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% 0.29% 1.65% 3.04% -6.63% -5.54% 7.08%
BRWBG BR World Bond 25% 0.80% 2.63% 4.15% -3.67% -1.19% 5.12%
IVSB2G Invesco Sterling Bond 15% 1.71% 2.34% 9.62% -0.80% 1.29% 7.46%
MFWG MFS Prudent Wealth H 10% 2.99% 4.01% 6.06% -1.03% 3.16% 8.81%
MSGBG MS Global Brands 20% 5.56% 5.44% 7.64% 2.18% 6.47% 14.75%
Average 1.93% 2.83% 5.22% -2.03% 0.40% 7.65%

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% 0.29% 1.65% 3.04% -6.63% -5.54% 7.08%
AHLGG Man AHL Trend 10% 2.57% -4.98% 2.40% 0.70% 1.39% 13.76%
JHGEG JH Global Equity 20% 14.95% 1.76% 22.91% 4.23% 8.97% 14.23%
MFEDG MFS Emerging Markets Debt 15% -1.56% 4.52% 1.16% -1.32% 1.24% 8.92%
MSGBG MS Global Brands 25% 5.56% 5.44% 7.64% 2.18% 6.47% 14.75%
MSUAG MS US Advantage 15% 3.90% 4.23% 2.02% -16.78% 0.20% 37.71%
Average 5.03% 2.77% 7.67% -2.25% 2.94% 15.97%

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% 2.57% -4.98% 2.40% 0.70% 1.39% 13.76%
BRWTG BR World Technology 20% 22.61% 11.11% 30.10% 4.41% 16.18% 22.09%
MFEEG MFS Emerging Markets Equity 15% 10.62% 8.75% 9.29% -4.60% 0.09% 16.59%
MFEV2G MFS European Value 15% -1.93% 2.47% -1.93% 2.55% 7.16% 15.08%
MSGBG MS Global Brands 25% 5.56% 5.44% 7.64% 2.18% 6.47% 14.75%
SCECG SCH Emerging Market Hard Currency 10% 2.25% -1.80% 9.85% -1.62% -1.47% 8.12%
Average 7.83% 4.34% 10.38% 1.06% 6.00% 15.73%