Target Allocation Active — Growth
Target AllocationTarget Allocation Active70% Equity / 28% Fixed Income · Active implementation · Last reviewed 2026-06-15
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +4.7% · Benchmark +0.5%
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 | +1.7% | +1.4% | +0.3% |
| 3M | +3.7% | +3.5% | +0.2% |
| YTD | +3.9% | +3.8% | +0.1% |
| 1Y | +9.8% | +9.4% | +0.4% |
| 3Y | +6.7% | +5.9% | +0.8% |
| 5Y | +0.9% | +0.1% | +0.8% |
| Since inception | +2.7% | +1.8% | +0.9% |
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 coreGrowth risk postureQuarterly rebalance review
- Inception
- 2019-06-01
- Net expense
- 0.22%
- Estimated yield
- 1.88%
- Turnover
- 18.4%
Asset class allocation
Across all sleeves · 8 holdings
- Equity70.0%
- Fixed income28.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Trade Update — Target Allocation Active — Growth
Trade Update · 2026-06-14
Model Viewpoint — Target Allocation Active — Growth
Model Viewpoint · 2026-05-13
Factsheet — Target Allocation Active — Growth
Factsheet · 2026-01-15