Target Allocation Active — Balanced
Target AllocationTarget Allocation Active60% Equity / 38% Fixed Income · Active implementation · Last reviewed 2026-05-14
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Balanced.
YTD return
+4.5%
Benchmark +4.6%
1 year
+7.7%
Excess 0.5 pts
Since inception
2.7%
Annualized
Net expense
0.21%
Weighted across 8 sleeves
Growth of a hypothetical investment
60% Equity / 38% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +32.8% · Benchmark +29.2%
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 2023 (11.0%) · Weakest year 2022 (-16.8%)
Trailing returns
Annualized beyond one year
| 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% |