Retirement Income — Growth of Income
IncomeIncome Models60% Equity / 34% Fixed Income · Hybrid implementation · Last reviewed 2026-02-14
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Growth of Income.
Track record
Cumulative return · simulated
Jul 2026 Model +17.8% · Benchmark +16.0%
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 | +0.6% | +0.4% | +0.2% |
| 3M | +1.2% | +0.8% | +0.4% |
| YTD | +3.9% | +3.4% | +0.5% |
| 1Y | +6.1% | +5.6% | +0.6% |
| 3Y | +5.3% | +5.4% | -0.1% |
| 5Y | +3.3% | +3.0% | +0.3% |
| Since inception | +3.3% | +2.9% | +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 coreGrowth of Income risk postureQuarterly rebalance review
- Inception
- 2018-05-01
- Net expense
- 0.27%
- Estimated yield
- 2.14%
- Turnover
- 43.9%
Asset class allocation
Across all sleeves · 10 holdings
- Equity60.0%
- Fixed income34.0%
- Alternatives4.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Retirement Income — Growth of Income
Factsheet · 2026-03-12
Trade Update — Retirement Income — Growth of Income
Trade Update · 2026-02-11
Model Viewpoint — Retirement Income — Growth of Income
Model Viewpoint · 2026-01-10