Retirement Income — Income & Growth
IncomeIncome Models50% Equity / 43% Fixed Income · Hybrid implementation · Last reviewed 2026-01-13
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Income & Growth.
Track record
Cumulative return · simulated
Jul 2026 Model -1.3% · Benchmark -4.4%
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 | +0.5% | +0.5% | +0.0% |
| 3M | -0.1% | -0.1% | -0.0% |
| YTD | -0.4% | -0.1% | -0.3% |
| 1Y | +3.1% | +3.2% | -0.1% |
| 3Y | +3.2% | +2.8% | +0.4% |
| 5Y | -0.3% | -0.9% | +0.6% |
| Since inception | +1.3% | +0.9% | +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 coreIncome & Growth risk postureQuarterly rebalance review
- Inception
- 2017-04-01
- Net expense
- 0.37%
- Estimated yield
- 2.40%
- Turnover
- 30.6%
Asset class allocation
Across all sleeves · 11 holdings
- Equity50.0%
- Fixed income43.0%
- Alternatives5.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Model Viewpoint — Retirement Income — Income & Growth
Model Viewpoint · 2026-06-07
Factsheet — Retirement Income — Income & Growth
Factsheet · 2026-02-09
Trade Update — Retirement Income — Income & Growth
Trade Update · 2026-01-08