Target Allocation Active — Moderate Growth
Target AllocationTarget Allocation Active80% Equity / 18% Fixed Income · Active implementation · Last reviewed 2026-01-16
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Moderate Growth.
Track record
Cumulative return · simulated
Jul 2026 Model -1.9% · Benchmark -2.1%
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 | -1.1% | -1.4% | +0.3% |
| 3M | -0.1% | +0.1% | -0.2% |
| YTD | +2.2% | +1.7% | +0.5% |
| 1Y | +2.3% | +1.4% | +0.9% |
| 3Y | +5.2% | +4.6% | +0.6% |
| 5Y | -0.4% | -0.4% | +0.0% |
| Since inception | +2.2% | +1.8% | +0.4% |
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 coreModerate Growth risk postureQuarterly rebalance review
- Inception
- 2020-07-01
- Net expense
- 0.38%
- Estimated yield
- 1.62%
- Turnover
- 32.5%
Asset class allocation
Across all sleeves · 8 holdings
- Equity80.0%
- Fixed income18.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Model Viewpoint — Target Allocation Active — Moderate Growth
Model Viewpoint · 2026-06-16
Factsheet — Target Allocation Active — Moderate Growth
Factsheet · 2026-02-18
Trade Update — Target Allocation Active — Moderate Growth
Trade Update · 2026-01-17