Target Allocation Active — Balanced Income
Target AllocationTarget Allocation Active40% Equity / 58% Fixed Income · Active implementation · Last reviewed 2026-04-13
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Balanced Income.
Track record
Cumulative return · simulated
Jul 2026 Model +4.0% · Benchmark +3.6%
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% | +0.1% | +0.1% |
| 3M | +1.1% | +1.2% | -0.1% |
| YTD | +4.3% | +4.1% | +0.1% |
| 1Y | +8.4% | +8.0% | +0.3% |
| 3Y | +4.4% | +4.2% | +0.2% |
| 5Y | +0.8% | +0.7% | +0.1% |
| Since inception | +3.3% | +3.0% | +0.3% |
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 coreBalanced Income risk postureQuarterly rebalance review
- Inception
- 2017-04-01
- Net expense
- 0.35%
- Estimated yield
- 2.66%
- Turnover
- 23.2%
Asset class allocation
Across all sleeves · 9 holdings
- Equity40.0%
- Fixed income58.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation Active — Balanced Income
Factsheet · 2026-05-09
Trade Update — Target Allocation Active — Balanced Income
Trade Update · 2026-04-08
Model Viewpoint — Target Allocation Active — Balanced Income
Model Viewpoint · 2026-03-07