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% 4.11% 3.07% 17.19% 9.51% 8.77% 13.40%
BREB BR Emerging Markets Bond 15% 2.61% 3.42% 12.45% 3.16% 1.63% 10.40%
JHHY JH Horizon Global High Yield 20% 0.89% 1.94% 10.35% 2.89% 2.12% 6.11%
MSBO MS Global Bond 25% 1.50% 0.67% 2.76% -3.59% -1.93% 7.62%
MSGB MS Global Brands 15% 5.30% 3.87% 10.65% 4.50% 6.85% 14.73%
TKAS FT K2 Alternative Strategies 10% 1.32% 2.84% 10.88% 2.49% 2.38% 4.01%
Average 2.49% 2.39% 9.89% 2.51% 2.77% 9.31%

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% -1.90% 3.21% -1.67% 2.24% 3.98% 17.26%
BREB BR Emerging Markets Bond 10% 2.61% 3.42% 12.45% 3.16% 1.63% 10.40%
JHHY JH Horizon Global High Yield 20% 0.89% 1.94% 10.35% 2.89% 2.12% 6.11%
MSGB MS Global Brands 25% 5.30% 3.87% 10.65% 4.50% 6.85% 14.73%
MSGO MS Global Opportunity 20% 7.92% 10.24% 29.94% 10.96% 11.38% 26.04%
SCSC SCH Global Smaller Companies 15% 3.06% 2.21% 12.72% 1.11% 3.74% 17.69%
Average 3.62% 4.40% 13.71% 4.60% 5.53% 15.53%

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% 2.16% -1.50% 12.17% -2.49% 0.60% 18.66%
AHLG Man AHL Diversified Guernsey 15% -1.90% 3.21% -1.67% 2.24% 3.98% 17.26%
INEE NO European Equity 15% 7.74% 5.21% 14.24% 4.29% 5.05% 18.60%
MSEC MS EM Corp Debt 10% 1.34% 2.24% 9.70% 1.96% 0.97% 5.69%
MSEG MS US Growth 25% 8.52% 24.02% 59.66% 3.87% 11.82% 40.85%
SCSC SCH Global Smaller Companies 20% 3.06% 2.21% 12.72% 1.11% 3.74% 17.69%
Average 4.08% 7.71% 22.14% 1.99% 5.24% 22.50%

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% 1.98% 6.90% 16.49% 6.60% 2.82% 8.95%
JHHYE JH Horizon Global High Yield 20% 0.73% 1.55% 8.62% 0.88% 0.40% 6.10%
MFPWE MFS Prudent Wealth 15% 2.72% 6.94% 11.11% 4.64% 4.61% 7.18%
MSGBE MS Global Brands 15% 5.08% 3.27% 8.54% 1.93% 4.62% 14.71%
PMGBE PIMCO Global Bond 25% 0.87% 1.66% 3.38% -1.83% -1.45% 4.97%
TKASE FT K2 Alternative Strategies 10% 1.11% 2.53% 9.19% 0.56% 0.75% 4.04%
Average 1.94% 3.54% 8.91% 1.75% 1.60% 7.49%

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% -2.02% 2.61% -3.65% 0.13% 2.34% 17.39%
BRCEE BR Continental European Flexible 15% 6.86% 7.20% 10.80% 6.67% 9.35% 17.81%
BREBE BR Emerging Markets Bond 10% 1.98% 6.90% 16.49% 6.60% 2.82% 8.95%
MSCBE MS Euro Corporate Bond 20% 0.77% 1.63% 6.12% 0.63% -0.06% 5.16%
MSGBE MS Global Brands 25% 5.08% 3.27% 8.54% 1.93% 4.62% 14.71%
SCSCE SCH Global Smaller Companies 20% 2.55% 5.55% 16.16% 3.99% 4.47% 14.87%
Average 2.96% 4.28% 9.50% 3.08% 3.96% 12.99%

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% 0.94% 1.81% 16.14% 0.68% 1.72% 16.70%
AHLGE Man AHL Diversified Guernsey 15% -2.02% 2.61% -3.65% 0.13% 2.34% 17.39%
BRMCE BR EM Corporate Bond 10% 0.79% 0.44% 5.80% -1.38% -1.08% 5.75%
INEEE NO European Equity 15% 6.34% 8.89% 18.21% 7.65% 6.20% 14.78%
MSEGE MS US Growth 25% 7.90% 28.27% 65.45% 7.35% 13.14% 37.99%
SCSCE SCH Global Smaller Companies 20% 2.55% 5.55% 16.16% 3.99% 4.47% 14.87%
Average 3.35% 10.22% 24.78% 3.77% 5.61% 20.38%

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% 0.58% 0.10% 0.67% -4.54% -5.66% 7.11%
BRWBG BR World Bond 25% 0.69% 1.49% 4.31% -1.40% -0.95% 5.32%
IVSB2G Invesco Sterling Bond 15% 1.76% 3.04% 5.33% 1.46% 1.23% 7.75%
MFWG MFS Prudent Wealth H 10% 4.05% 3.56% 7.70% 1.19% 3.28% 9.10%
MSGBG MS Global Brands 20% 5.29% 3.91% 11.03% 4.33% 6.48% 14.72%
Average 2.02% 1.99% 4.99% -0.05% 0.44% 7.77%

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% 0.58% 0.10% 0.67% -4.54% -5.66% 7.11%
AHLGG Man AHL Trend 10% -3.73% 0.31% -8.44% -0.31% -0.98% 14.98%
JHGEG JH Global Equity 20% 5.00% 6.79% 20.42% 8.71% 9.27% 14.26%
MFEDG MFS Emerging Markets Debt 15% -1.56% 4.52% 1.16% -1.32% 1.24% 8.92%
MSGBG MS Global Brands 25% 5.29% 3.91% 11.03% 4.33% 6.48% 14.72%
MSUAG MS US Advantage 15% 8.31% 21.79% 43.13% 3.07% 6.33% 36.86%
Average 3.05% 6.33% 12.74% 2.38% 3.66% 15.96%

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% -3.73% 0.31% -8.44% -0.31% -0.98% 14.98%
BRWTG BR World Technology 20% 3.63% 11.32% 30.15% 14.69% 17.51% 22.29%
MFEEG MFS Emerging Markets Equity 15% 3.80% -0.17% 15.99% -0.29% 0.35% 16.75%
MFEV2G MFS European Value 15% -1.93% 2.47% -1.93% 2.55% 7.16% 15.08%
MSGBG MS Global Brands 25% 5.29% 3.91% 11.03% 4.33% 6.48% 14.72%
SCECG SCH Emerging Market Hard Currency 10% 2.34% 7.44% 14.10% 3.53% 0.56% 8.28%
Average 2.00% 4.38% 11.04% 4.67% 6.16% 15.99%