Target Allocation Active — Growth
Target AllocationTarget Allocation Active70% Equity / 28% Fixed Income · Active implementation · Last reviewed 2026-06-15
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Growth.
YTD return
+3.9%
Benchmark +3.8%
1 year
+9.8%
Excess 0.4 pts
Since inception
2.7%
Annualized
Net expense
0.22%
Weighted across 8 sleeves
Growth of a hypothetical investment
70% Equity / 28% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +32.0% · Benchmark +20.5%
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 2024 (8.3%) · Weakest year 2022 (-17.4%)
Trailing returns
Annualized beyond one year
| 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% |