Target Allocation Active — Conservative
Target AllocationTarget Allocation Active20% Equity / 78% Fixed Income · Active implementation · Last reviewed 2026-02-11
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Conservative.
YTD return
+0.7%
Benchmark +0.4%
1 year
+2.4%
Excess 0.8 pts
Since inception
1.3%
Annualized
Net expense
0.32%
Weighted across 9 sleeves
Growth of a hypothetical investment
20% Equity / 78% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +14.4% · Benchmark +8.1%
Simulated results for illustration only. Past performance is not indicative of future results.
Calendar year returns
Model versus benchmark, by year
Model Benchmark
Best year 2023 (4.1%) · Weakest year 2022 (-10.8%)
Trailing returns
Annualized beyond one year
| 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% |