Target Allocation Active — Moderately Conservative
Target AllocationTarget Allocation Active30% Equity / 68% Fixed Income · Active implementation · Last reviewed 2026-03-12
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Moderately Conservative.
Track record
Cumulative return · simulated
Jul 2026 Model +1.0% · Benchmark -2.2%
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 | +0.2% | +0.3% | -0.1% |
| 3M | +0.5% | +0.3% | +0.1% |
| YTD | +1.6% | +1.7% | -0.1% |
| 1Y | +4.5% | +4.1% | +0.4% |
| 3Y | +3.1% | +2.3% | +0.8% |
| 5Y | +0.2% | -0.4% | +0.6% |
| Since inception | +1.8% | +1.3% | +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 coreModerately Conservative risk postureQuarterly rebalance review
- Inception
- 2016-03-01
- Net expense
- 0.25%
- Estimated yield
- 2.92%
- Turnover
- 37.4%
Asset class allocation
Across all sleeves · 9 holdings
- Equity30.0%
- Fixed income68.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation Active — Moderately Conservative
Factsheet · 2026-04-06
Trade Update — Target Allocation Active — Moderately Conservative
Trade Update · 2026-03-05
Model Viewpoint — Target Allocation Active — Moderately Conservative
Model Viewpoint · 2026-02-04