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% 7.42% 6.91% 25.43% 8.56% 9.35% 13.11%
BREB BR Emerging Markets Bond 15% 3.42% 3.03% 18.11% -0.27% 1.13% 10.47%
JHHY JH Horizon Global High Yield 20% 2.57% 2.57% 12.01% -0.78% 2.65% 6.09%
MSBO MS Global Bond 25% -1.36% -2.02% 0.73% -5.29% -1.31% 7.23%
MSGB MS Global Brands 15% 4.82% 4.18% 15.89% 5.41% 8.61% 14.68%
TKAS FT K2 Alternative Strategies 10% 5.23% 4.78% 7.54% 0.30% 1.77% 4.00%
Average 3.05% 2.61% 12.25% 0.61% 3.24% 9.16%

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% 12.13% 10.77% 14.14% 5.98% 8.50% 17.26%
BREB BR Emerging Markets Bond 10% 3.42% 3.03% 18.11% -0.27% 1.13% 10.47%
JHHY JH Horizon Global High Yield 20% 2.57% 2.57% 12.01% -0.78% 2.65% 6.09%
MSGB MS Global Brands 25% 4.82% 4.18% 15.89% 5.41% 8.61% 14.68%
MSGO MS Global Opportunity 20% 14.10% 11.63% 44.25% -0.29% 11.15% 26.87%
SCSC SCH Global Smaller Companies 15% 5.04% 3.32% 11.88% -1.43% 5.37% 17.48%
Average 6.85% 5.76% 20.23% 1.50% 6.68% 15.66%

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% 4.86% 4.19% 5.72% -8.45% 1.65% 17.98%
AHLG Man AHL Diversified Guernsey 15% 12.13% 10.77% 14.14% 5.98% 8.50% 17.26%
INEE NO European Equity 15% 9.47% 6.97% 19.84% 2.65% 5.66% 17.95%
MSEC MS EM Corp Debt 10% 3.00% 3.06% 11.12% -1.13% 1.17% 5.58%
MSEG MS US Growth 25% 9.73% 5.22% 38.24% -13.01% 6.65% 42.87%
SCSC SCH Global Smaller Companies 20% 5.04% 3.32% 11.88% -1.43% 5.37% 17.48%
Average 7.71% 5.56% 19.00% -3.62% 5.23% 22.75%

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% 4.86% 5.79% 17.75% 2.58% 1.93% 8.81%
JHHYE JH Horizon Global High Yield 20% 2.22% 2.19% 9.95% -2.51% 0.73% 6.07%
MFPWE MFS Prudent Wealth 15% 2.76% 3.44% 11.86% 2.67% 4.76% 6.70%
MSGBE MS Global Brands 15% 4.39% 3.71% 13.46% 3.09% 6.17% 14.66%
PMGBE PIMCO Global Bond 25% 0.18% -0.31% 2.77% -3.72% -1.34% 4.70%
TKASE FT K2 Alternative Strategies 10% 4.94% 4.41% 5.47% -1.37% -0.11% 4.02%
Average 2.78% 2.74% 9.69% -0.32% 1.73% 7.32%

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.
AHLGE Man AHL Diversified Guernsey 10% 11.65% 10.06% 11.21% 4.25% 6.60% 17.39%
BRCEE BR Continental European Flexible 15% 13.12% 12.73% 22.33% 7.39% 13.42% 17.93%
BREBE BR Emerging Markets Bond 10% 4.86% 5.79% 17.75% 2.58% 1.93% 8.81%
MSCBE MS Euro Corporate Bond 20% 0.81% 0.45% 8.02% -2.24% -0.06% 5.04%
MSGBE MS Global Brands 25% 4.39% 3.71% 13.46% 3.09% 6.17% 14.66%
SCSCE SCH Global Smaller Companies 20% 6.25% 5.62% 10.85% 0.93% 5.68% 14.43%
Average 6.13% 5.64% 13.38% 2.30% 5.53% 12.87%

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% 5.97% 6.86% 5.42% -5.90% 2.42% 15.81%
AHLGE Man AHL Diversified Guernsey 15% 11.65% 10.06% 11.21% 4.25% 6.60% 17.39%
BRMCE BR EM Corporate Bond 10% 2.22% 2.41% 7.59% -3.64% -0.32% 5.66%
INEEE NO European Equity 15% 10.76% 9.82% 19.58% 5.57% 6.50% 14.03%
MSEGE MS US Growth 25% 11.25% 8.02% 37.85% -10.50% 7.50% 40.01%
SCSCE SCH Global Smaller Companies 20% 6.25% 5.62% 10.85% 0.93% 5.68% 14.43%
Average 8.54% 7.38% 17.82% -2.22% 5.31% 20.54%

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% 0.76% -0.19% 5.82% -6.17% -5.19% 7.05%
BRWBG BR World Bond 25% 0.00% -0.53% 3.51% -3.41% -0.73% 5.03%
IVSB2G Invesco Sterling Bond 15% 1.12% 0.14% 9.30% -0.48% 1.79% 7.34%
MFWG MFS Prudent Wealth H 10% 1.86% 1.07% 12.34% -0.32% 3.56% 8.61%
MSGBG MS Global Brands 20% 4.98% 4.35% 16.21% 5.24% 7.96% 14.67%
Average 1.50% 0.83% 7.91% -1.14% 1.00% 7.57%

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% 0.76% -0.19% 5.82% -6.17% -5.19% 7.05%
AHLGG Man AHL Trend 10% 7.76% 5.00% 9.73% 3.35% 4.98% 13.08%
JHGEG JH Global Equity 20% 15.36% 15.81% 26.16% 8.55% 11.35% 14.19%
MFEDG MFS Emerging Markets Debt 15% -1.56% 4.52% 1.16% -1.32% 1.24% 8.92%
MSGBG MS Global Brands 25% 4.98% 4.35% 16.21% 5.24% 7.96% 14.67%
MSUAG MS US Advantage 15% 11.22% 7.43% 36.85% -11.72% 3.70% 38.47%
Average 6.66% 6.51% 16.83% 0.47% 4.72% 15.98%

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% 7.76% 5.00% 9.73% 3.35% 4.98% 13.08%
BRWTG BR World Technology 20% 16.85% 14.89% 41.98% 6.48% 19.06% 22.68%
MFEEG MFS Emerging Markets Equity 15% 3.34% 3.34% 9.42% -7.11% -0.82% 16.13%
MFEV2G MFS European Value 15% -1.93% 2.47% -1.93% 2.55% 7.16% 15.08%
MSGBG MS Global Brands 25% 4.98% 4.35% 16.21% 5.24% 7.96% 14.67%
SCECG SCH Emerging Market Hard Currency 10% 3.32% 3.96% 9.23% 0.29% 0.74% 8.10%
Average 6.32% 6.08% 15.95% 2.45% 7.57% 15.66%