Dynamic Allocation — High Growth
DynamicDynamic Allocation85% Equity / 8% Fixed Income · Blend ETF implementation · Last reviewed 2026-03-18
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — High Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +8.6% · Benchmark +6.6%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Tactical Allocation Composite
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.4% | -0.5% | +0.1% |
| 3M | +1.2% | +1.3% | -0.1% |
| YTD | +3.6% | +4.2% | -0.6% |
| 1Y | +6.9% | +7.4% | -0.6% |
| 3Y | +7.4% | +7.0% | +0.4% |
| 5Y | +1.7% | +1.3% | +0.4% |
| Since inception | +3.1% | +2.5% | +0.6% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks to add value over a strategic benchmark through tactical shifts across asset classes and sub-sectors.
- Purpose
- Tactically managed core
- Characteristics
- Blend ETF implementationTaxable fixed income coreHigh Growth risk postureQuarterly rebalance review
- Inception
- 2022-09-01
- Net expense
- 0.27%
- Estimated yield
- 1.49%
- Turnover
- 23.2%
Asset class allocation
Across all sleeves · 10 holdings
- Equity85.0%
- Fixed income8.0%
- Alternatives5.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Dynamic Allocation — High Growth
Factsheet · 2026-04-24
Trade Update — Dynamic Allocation — High Growth
Trade Update · 2026-03-23
Model Viewpoint — Dynamic Allocation — High Growth
Model Viewpoint · 2026-02-22