Target Allocation Active — Moderately Conservative
Target AllocationTarget Allocation Active30% Equity / 68% Fixed Income · Active implementation · Last reviewed 2026-03-12
ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Moderately Conservative.
YTD return
+1.6%
Benchmark +1.7%
1 year
+4.5%
Excess 0.4 pts
Since inception
1.8%
Annualized
Net expense
0.25%
Weighted across 9 sleeves
Growth of a hypothetical investment
30% Equity / 68% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +20.8% · Benchmark +14.6%
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 2019 (5.6%) · Weakest year 2022 (-11.6%)
Trailing returns
Annualized beyond one year
| 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% |