Retirement Income — Income Preservation
IncomeIncome Models20% Equity / 75% Fixed Income · Hybrid implementation · Last reviewed 2026-04-10
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Income Preservation.
Track record
Cumulative return · simulated
Jul 2026 Model -1.1% · Benchmark -3.8%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Diversified Income Composite
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.1% | +0.0% | +0.0% |
| 3M | +0.7% | +0.7% | -0.0% |
| YTD | +2.2% | +1.9% | +0.2% |
| 1Y | +4.8% | +4.3% | +0.5% |
| 3Y | +2.0% | +1.4% | +0.6% |
| 5Y | -0.2% | -0.8% | +0.6% |
| Since inception | +1.8% | +1.3% | +0.5% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks a durable income stream with moderated drawdown for investors in or near the distribution phase.
- Purpose
- Retirement distribution
- Characteristics
- Hybrid implementationTaxable fixed income coreIncome Preservation risk postureQuarterly rebalance review
- Inception
- 2014-01-01
- Net expense
- 0.22%
- Estimated yield
- 3.18%
- Turnover
- 36.1%
Asset class allocation
Across all sleeves · 9 holdings
- Equity20.0%
- Fixed income75.0%
- Cash5.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Retirement Income — Income Preservation
Factsheet · 2026-05-27
Trade Update — Retirement Income — Income Preservation
Trade Update · 2026-04-26
Model Viewpoint — Retirement Income — Income Preservation
Model Viewpoint · 2026-03-25