Retirement Income — Diversified Income
IncomeIncome Models40% Equity / 52% Fixed Income · Hybrid implementation · Last reviewed 2026-06-12
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Diversified Income.
Track record
Cumulative return · simulated
Jul 2026 Model +5.9% · Benchmark +3.9%
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 | +0.9% | +0.8% | +0.1% |
| 3M | +1.9% | +1.7% | +0.2% |
| YTD | +4.5% | +4.4% | +0.1% |
| 1Y | +6.8% | +6.8% | -0.0% |
| 3Y | +4.3% | +3.9% | +0.4% |
| 5Y | +1.2% | +0.8% | +0.4% |
| Since inception | +2.8% | +2.3% | +0.4% |
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 coreDiversified Income risk postureQuarterly rebalance review
- Inception
- 2016-03-01
- Net expense
- 0.33%
- Estimated yield
- 2.66%
- Turnover
- 17.3%
Asset class allocation
Across all sleeves · 11 holdings
- Equity40.0%
- Fixed income52.0%
- Alternatives5.0%
- Cash3.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Trade Update — Retirement Income — Diversified Income
Trade Update · 2026-06-05
Model Viewpoint — Retirement Income — Diversified Income
Model Viewpoint · 2026-05-04
Factsheet — Retirement Income — Diversified Income
Factsheet · 2026-01-06