Equity Building Block — Emerging Markets
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-04-10
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — Emerging Markets.
Track record
Cumulative return · simulated
Jul 2026 Model +13.8% · Benchmark +10.2%
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 | -0.6% | -0.8% | +0.1% |
| 3M | -0.6% | -1.1% | +0.4% |
| YTD | +2.4% | +2.1% | +0.3% |
| 1Y | +10.6% | +9.8% | +0.7% |
| 3Y | +5.4% | +4.9% | +0.5% |
| 5Y | +2.6% | +2.0% | +0.7% |
| Since inception | +2.5% | +1.7% | +0.8% |
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 coreEmerging Markets risk postureQuarterly rebalance review
- Inception
- 2014-01-01
- Net expense
- 0.25%
- Estimated yield
- 1.10%
- Turnover
- 39.6%
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 — Emerging Markets
Factsheet · 2026-05-27
Trade Update — Equity Building Block — Emerging Markets
Trade Update · 2026-04-26
Model Viewpoint — Equity Building Block — Emerging Markets
Model Viewpoint · 2026-03-25