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% |