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% 0.93% 3.19% 13.26% 7.14% 9.81% 18.98%
BREB BR Emerging Markets Bond 15% -2.96% -0.15% 2.34% 3.17% 5.34% 12.72%
JHHY JH Horizon Global High Yield 20% 0.01% 2.19% 5.69% 7.05% 9.15% 10.34%
MSBO MS Global Bond 25% -3.11% -1.22% 5.85% 3.61% 4.38% 5.92%
MSGB MS Global Brands 15% -2.23% 2.13% 13.31% 11.09% 13.07% 17.97%
TKAS FT K2 Alternative Strategies 10% 1.23% 2.50% 7.79% 3.02% 4.24% 6.02%
Average -1.29% 1.16% 7.72% 5.82% 7.58% 11.60%

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% 5.82% 17.60% 14.53% 8.99% 2.48% 17.26%
BREB BR Emerging Markets Bond 10% -2.96% -0.15% 2.34% 3.17% 5.34% 12.72%
JHHY JH Horizon Global High Yield 20% 0.01% 2.19% 5.69% 7.05% 9.15% 10.34%
MSGB MS Global Brands 25% -2.23% 2.13% 13.31% 11.09% 13.07% 17.97%
MSGO MS Global Opportunity 20% 2.03% 4.61% 54.80% 21.93% 25.86% 20.89%
SCSC SCH Global Smaller Companies 15% 6.76% 12.52% 24.56% 6.74% 11.62% 24.46%
Average 1.15% 5.52% 20.80% 10.80% 12.79% 17.41%

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% 6.84% 13.10% 43.43% 6.21% 15.03% 22.12%
AHLG Man AHL Diversified Guernsey 15% 5.82% 17.60% 14.53% 8.99% 2.48% 17.26%
INEE NO European Equity 15% 3.36% 8.75% 19.51% 1.24% 8.17% 23.65%
MSEC MS EM Corp Debt 10% -0.61% 1.56% 1.53% 3.65% 5.99% 8.47%
MSEG MS US Growth 25% 8.82% 11.52% 120.00% 38.61% 35.95% 29.44%
SCSC SCH Global Smaller Companies 20% 6.76% 12.52% 24.56% 6.74% 11.62% 24.46%
Average 5.90% 11.46% 46.69% 13.83% 15.76% 22.55%

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% -1.64% -1.99% -8.35% 3.68% 3.22% 10.97%
JHHYE JH Horizon Global High Yield 20% -0.12% 1.93% 4.02% 4.52% 6.84% 10.42%
MFPWE MFS Prudent Wealth 15% 0.44% 1.07% 7.17% 8.87% 6.39% 6.93%
MSGBE MS Global Brands 15% -2.84% 1.25% 8.35% 7.88% 10.04% 18.00%
PMGBE PIMCO Global Bond 25% -1.84% -1.24% 1.71% 2.02% 1.80% 4.30%
TKASE FT K2 Alternative Strategies 10% 1.01% 2.23% 6.08% 0.55% 1.87% 6.06%
Average -0.99% 0.35% 2.92% 4.53% 4.95% 9.15%

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% 6.48% 17.94% 13.38% 6.43% 0.27% 16.45%
BRCEE BR Continental European Flexible 15% -0.74% 4.64% 25.44% 13.47% 13.32% 20.80%
BREBE BR Emerging Markets Bond 10% -1.64% -1.99% -8.35% 3.68% 3.22% 10.97%
MSCBE MS Euro Corporate Bond 20% -0.82% -0.38% 1.55% 2.23% 3.35% 5.52%
MSGBE MS Global Brands 25% -2.84% 1.25% 8.35% 7.88% 10.04% 18.00%
SCSCE SCH Global Smaller Companies 20% 8.23% 10.65% 11.06% 6.73% 8.87% 22.35%
Average 1.15% 4.66% 8.93% 6.79% 7.30% 15.94%

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% 8.60% 12.24% 30.91% 6.73% 12.70% 20.15%
AHLGE Man AHL Diversified Guernsey 15% 6.48% 17.94% 13.38% 6.43% 0.27% 16.45%
BRMCE BR EM Corporate Bond 10% -1.49% 0.48% 2.70% 3.41% 4.66% 9.08%
INEEE NO European Equity 15% 5.15% 7.95% 9.07% 1.79% 5.99% 20.62%
MSEGE MS US Growth 25% 6.83% 7.48% 83.69% 37.82% 32.34% 28.80%
SCSCE SCH Global Smaller Companies 20% 8.23% 10.65% 11.06% 6.73% 8.87% 22.35%
Average 6.24% 9.77% 31.41% 13.38% 13.17% 21.16%

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% -0.85% 0.39% -6.73% -4.72% -1.04% 12.99%
BRWBG BR World Bond 25% -1.89% -1.35% 1.22% 2.95% 2.07% 5.43%
GATRG GAM Trading II 10% 1.05% 5.83% 1.83% 4.97% 1.66% 0.00%
IVSB2G Invesco Sterling Bond 15% -1.96% -1.01% 4.11% 4.07% 5.00% 3.84%
MFWG MFS Prudent Wealth H 10% -1.42% 1.61% 16.27% 7.17% 7.84% 7.40%
MSGBG MS Global Brands 20% -2.63% 1.63% 8.80% 9.34% 11.53% 18.02%
Average -1.50% 0.66% 3.15% 3.49% 4.32% 8.88%

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% -0.85% 0.39% -6.73% -4.72% -1.04% 12.99%
AHLGG Man AHL Trend 10% 1.53% 7.70% 4.04% 6.04% 3.93% 16.33%
JHGEG JH Global Equity 20% 0.90% 2.45% 22.78% 11.53% 16.15% 16.93%
MFEDG MFS Emerging Markets Debt 15% -4.73% -4.66% -4.42% 4.26% 5.66% 9.03%
MSGBG MS Global Brands 25% -2.63% 1.63% 8.80% 9.34% 11.53% 18.02%
MSUAG MS US Advantage 15% 2.83% 9.04% 68.38% 26.88% 25.77% 23.90%
Average -0.74% 2.38% 15.74% 9.21% 11.06% 16.41%

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% 1.53% 7.70% 4.04% 6.04% 3.93% 16.33%
BRWTG BR World Technology 20% -0.71% 7.06% 66.11% 34.79% 37.29% 22.85%
MFEEG MFS Emerging Markets Equity 15% 2.00% 7.67% 21.48% 1.70% 12.19% 20.79%
MFEV2G MFS European Value 15% -6.11% -2.70% 6.41% 7.18% 10.32% 16.46%
MSGBG MS Global Brands 25% -2.63% 1.63% 8.80% 9.34% 11.53% 18.02%
SCECG SCH Emerging Market Hard Currency 10% -4.67% -4.34% -7.58% 4.01% 5.29% 10.78%
Average -1.65% 3.29% 19.45% 11.93% 14.84% 18.19%