Target Allocation Active — Balanced
Target AllocationTarget Allocation Active60% Equity / 38% Fixed Income · Active implementation · Last reviewed 2026-05-14
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Balanced.
Track record
Cumulative return · simulated
Jul 2026 Model +2.3% · Benchmark +2.5%
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 | +1.9% | +1.6% | +0.3% |
| 3M | +1.7% | +1.6% | +0.1% |
| YTD | +4.5% | +4.6% | -0.1% |
| 1Y | +7.7% | +7.2% | +0.5% |
| 3Y | +6.1% | +5.7% | +0.4% |
| 5Y | +0.5% | +0.5% | -0.0% |
| Since inception | +2.7% | +2.5% | +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 risk postureQuarterly rebalance review
- Inception
- 2018-05-01
- Net expense
- 0.21%
- Estimated yield
- 2.14%
- Turnover
- 35.3%
Asset class allocation
Across all sleeves · 8 holdings
- Equity60.0%
- Fixed income38.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation Active — Balanced
Factsheet · 2026-06-12
Trade Update — Target Allocation Active — Balanced
Trade Update · 2026-05-11
Model Viewpoint — Target Allocation Active — Balanced
Model Viewpoint · 2026-04-10