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% | 8.83% | 4.54% | 10.34% | 14.05% | 10.35% | 12.57% |
| BREB | BR Emerging Markets Bond | 15% | 8.01% | 5.17% | 8.17% | 10.67% | 2.81% | 8.63% |
| JHHY | JH Horizon Global High Yield | 20% | 5.40% | 4.06% | 7.81% | 7.73% | 3.22% | 5.29% |
| MSBO | MS Global Bond | 25% | 7.50% | 2.65% | 3.57% | 3.42% | -1.83% | 7.04% |
| MSGB | MS Global Brands | 15% | 4.77% | -1.22% | 3.82% | 8.83% | 5.79% | 12.72% |
| TKAS | FT K2 Alternative Strategies | 10% | 3.73% | 3.17% | 7.57% | 4.94% | 2.95% | 3.77% |
| Average | 6.57% | 3.07% | 6.56% | 7.93% | 3.32% | 8.28% |
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% | -12.05% | 7.25% | -12.63% | -6.42% | 1.20% | 17.49% |
| BREB | BR Emerging Markets Bond | 10% | 8.01% | 5.17% | 8.17% | 10.67% | 2.81% | 8.63% |
| JHHY | JH Horizon Global High Yield | 20% | 5.40% | 4.06% | 7.81% | 7.73% | 3.22% | 5.29% |
| MSGB | MS Global Brands | 25% | 4.77% | -1.22% | 3.82% | 8.83% | 5.79% | 12.72% |
| MSGO | MS Global Opportunity | 20% | 13.22% | 2.67% | 26.34% | 25.04% | 6.62% | 21.35% |
| SCSC | SCH Global Smaller Companies | 15% | 2.91% | 5.81% | 3.27% | 6.55% | 5.51% | 16.61% |
| Average | 4.95% | 3.15% | 7.83% | 10.17% | 4.64% | 13.61% |
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% | 16.70% | 7.47% | 17.68% | 7.85% | 1.87% | 17.50% |
| AHLG | Man AHL Diversified Guernsey | 15% | -12.05% | 7.25% | -12.63% | -6.42% | 1.20% | 17.49% |
| INEE | NO European Equity | 15% | 28.28% | 4.13% | 19.80% | 20.56% | 9.47% | 17.10% |
| MSEC | MS EM Corp Debt | 10% | 5.48% | 3.74% | 6.86% | 7.84% | 2.24% | 4.92% |
| MSEG | MS US Growth | 25% | 20.70% | 11.59% | 65.50% | 25.14% | 3.48% | 33.58% |
| SCSC | SCH Global Smaller Companies | 20% | 2.91% | 5.81% | 3.27% | 6.55% | 5.51% | 16.61% |
| Average | 11.24% | 7.26% | 21.44% | 11.68% | 4.08% | 20.02% |
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% | -4.66% | 1.89% | 2.95% | 5.15% | 3.17% | 8.85% |
| JHHYE | JH Horizon Global High Yield | 20% | 3.98% | 3.39% | 5.80% | 5.58% | 1.49% | 5.29% |
| MFPWE | MFS Prudent Wealth | 15% | 1.45% | -1.98% | 8.26% | 4.24% | 3.98% | 7.52% |
| MSGBE | MS Global Brands | 15% | 3.18% | -1.84% | 1.51% | 6.20% | 3.60% | 12.69% |
| PMGBE | PIMCO Global Bond | 25% | 2.43% | 1.94% | 2.21% | 1.69% | -1.57% | 4.75% |
| TKASE | FT K2 Alternative Strategies | 10% | 2.22% | 2.41% | 5.54% | 2.91% | 1.28% | 3.75% |
| Average | 1.62% | 1.11% | 4.17% | 4.17% | 1.65% | 6.98% |
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% | -14.36% | 5.57% | -15.11% | -8.77% | -0.72% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 6.11% | -1.82% | 2.88% | 11.66% | 8.90% | 16.20% |
| BREBE | BR Emerging Markets Bond | 10% | -4.66% | 1.89% | 2.95% | 5.15% | 3.17% | 8.85% |
| MSCBE | MS Euro Corporate Bond | 20% | 2.33% | 1.23% | 4.45% | 4.45% | 0.36% | 4.21% |
| MSGBE | MS Global Brands | 25% | 3.18% | -1.84% | 1.51% | 6.20% | 3.60% | 12.69% |
| SCSCE | SCH Global Smaller Companies | 20% | -9.34% | 2.42% | -2.15% | 0.73% | 5.37% | 15.31% |
| Average | -1.59% | 0.74% | 0.05% | 3.97% | 3.63% | 12.13% |
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% | 2.54% | 3.84% | 11.96% | 2.39% | 2.23% | 16.50% |
| AHLGE | Man AHL Diversified Guernsey | 15% | -14.36% | 5.57% | -15.11% | -8.77% | -0.72% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | 4.12% | 3.12% | 3.48% | 4.24% | -0.42% | 4.91% |
| INEEE | NO European Equity | 15% | 12.56% | 0.58% | 13.82% | 14.52% | 9.84% | 14.12% |
| MSEGE | MS US Growth | 25% | 6.54% | 8.10% | 57.56% | 18.90% | 3.85% | 32.29% |
| SCSCE | SCH Global Smaller Companies | 20% | -9.34% | 2.42% | -2.15% | 0.73% | 5.37% | 15.31% |
| Average | 0.29% | 4.32% | 15.91% | 6.52% | 3.70% | 18.83% |
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% | 0.86% | 1.84% | -0.75% | 0.10% | -3.45% | 6.11% |
| BRWBG | BR World Bond | 25% | 2.69% | 1.81% | 2.33% | 2.24% | -0.92% | 5.18% |
| IVSB2G | Invesco Sterling Bond | 15% | 2.32% | 1.56% | 1.71% | 4.46% | 0.68% | 7.49% |
| MFWG | MFS Prudent Wealth H | 10% | 15.45% | 1.55% | 13.93% | 9.78% | 3.60% | 8.92% |
| MSGBG | MS Global Brands | 20% | 4.96% | -0.99% | 4.18% | 8.81% | 5.78% | 12.71% |
| Average | 3.73% | 1.01% | 2.92% | 3.99% | 0.70% | 7.08% |
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% | 0.86% | 1.84% | -0.75% | 0.10% | -3.45% | 6.11% |
| AHLGG | Man AHL Trend | 10% | -14.60% | 6.39% | -13.12% | -7.49% | -2.94% | 15.11% |
| JHGEG | JH Global Select | 20% | 4.30% | 8.10% | 11.43% | 9.25% | 7.59% | 13.70% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | 4.96% | -0.99% | 4.18% | 8.81% | 5.78% | 12.71% |
| MSUAG | MS US Advantage | 15% | 18.78% | 7.03% | 52.10% | 22.13% | 1.14% | 29.30% |
| Average | 3.35% | 4.02% | 9.90% | 6.44% | 2.51% | 14.08% |
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% | -14.60% | 6.39% | -13.12% | -7.49% | -2.94% | 15.11% |
| BRWTG | BR World Technology | 20% | 2.13% | 12.37% | 19.65% | 17.36% | 9.98% | 21.34% |
| MFEEG | MFS Emerging Markets Equity | 15% | 20.83% | 9.25% | 19.86% | 13.23% | 4.12% | 15.47% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | 4.96% | -0.99% | 4.18% | 8.81% | 5.78% | 12.71% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -0.76% | 5.35% | 6.38% | 4.35% | 0.76% | 8.13% |
| Average | 2.24% | 5.48% | 6.33% | 7.35% | 4.77% | 15.11% |