Target Allocation Active — Conservative
Target AllocationTarget Allocation Active20% Equity / 78% Fixed Income · Active implementation · Last reviewed 2026-02-11
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Conservative.
Track record
Cumulative return · simulated
Jul 2026 Model -2.0% · Benchmark -5.1%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Blended Global 60/40 Index
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.3% | +0.4% | -0.0% |
| 3M | +0.8% | +0.8% | +0.1% |
| YTD | +0.7% | +0.4% | +0.3% |
| 1Y | +2.4% | +1.6% | +0.8% |
| 3Y | +1.9% | +1.3% | +0.6% |
| 5Y | -0.4% | -1.0% | +0.6% |
| Since inception | +1.3% | +0.7% | +0.5% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks long-term total return through a strategically weighted mix of actively managed equity and fixed income strategies.
- Purpose
- Core strategic allocation
- Characteristics
- Active implementationTaxable fixed income coreConservative risk postureQuarterly rebalance review
- Inception
- 2015-02-01
- Net expense
- 0.32%
- Estimated yield
- 3.18%
- Turnover
- 15.8%
Asset class allocation
Across all sleeves · 9 holdings
- Equity20.0%
- Fixed income78.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation Active — Conservative
Factsheet · 2026-03-03
Trade Update — Target Allocation Active — Conservative
Trade Update · 2026-02-02
Model Viewpoint — Target Allocation Active — Conservative
Model Viewpoint · 2026-01-01