Target Allocation Active — Moderate Growth
Target AllocationTarget Allocation Active80% Equity / 18% Fixed Income · Active implementation · Last reviewed 2026-01-16
ActiveConstruction v15Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Moderate Growth.
YTD return
+2.2%
Benchmark +1.7%
1 year
+2.3%
Excess 0.9 pts
Since inception
2.2%
Annualized
Net expense
0.38%
Weighted across 8 sleeves
Growth of a hypothetical investment
80% Equity / 18% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +25.8% · Benchmark +20.2%
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 2024 (12.9%) · Weakest year 2022 (-17.1%)
Trailing returns
Annualized beyond one year
| 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% |