Target Allocation Active — Balanced Income
Target AllocationTarget Allocation Active40% Equity / 58% Fixed Income · Active implementation · Last reviewed 2026-04-13
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Balanced Income.
YTD return
+4.3%
Benchmark +4.1%
1 year
+8.4%
Excess 0.3 pts
Since inception
3.3%
Annualized
Net expense
0.35%
Weighted across 9 sleeves
Growth of a hypothetical investment
40% Equity / 58% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +41.7% · Benchmark +36.7%
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 2017 (8.4%) · Weakest year 2022 (-11.2%)
Trailing returns
Annualized beyond one year
| 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% |