Equity Building Block — International Core
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-03-18
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — International Core.
Track record
Cumulative return · simulated
Jul 2026 Model +0.9% · Benchmark +0.3%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Broad Equity Market Index
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +1.3% | +1.1% | +0.2% |
| 3M | +2.8% | +2.5% | +0.3% |
| YTD | +5.6% | +5.5% | +0.1% |
| 1Y | +14.2% | +13.5% | +0.7% |
| 3Y | +6.8% | +6.5% | +0.3% |
| 5Y | +0.2% | +0.1% | +0.1% |
| Since inception | +2.7% | +2.6% | +0.1% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks to complete or complement a core allocation with a focused, high-conviction equity sleeve.
- Purpose
- Completion sleeve
- Characteristics
- Active implementationTaxable fixed income coreInternational Core risk postureQuarterly rebalance review
- Inception
- 2022-09-01
- Net expense
- 0.35%
- Estimated yield
- 1.10%
- Turnover
- 41.2%
Asset class allocation
Across all sleeves · 5 holdings
- Equity100.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Equity Building Block — International Core
Factsheet · 2026-04-24
Trade Update — Equity Building Block — International Core
Trade Update · 2026-03-23
Model Viewpoint — Equity Building Block — International Core
Model Viewpoint · 2026-02-22