The Moderate Blends seek to provide you with capital appreciation and income by investing in a blend of conservative, moderate, and aggressive managers from our platform.
Typically, over 50% of the portfolio is allocated to equity oriented managers with the balance allocated to fixed income oriented and specialty managers.
The portfolio seeks a moderate level of total return (10%-15%) consistent with a moderate level of risk (<10%). The time horizon is intended to be at least 5 years. At any specific point in time, the account value may experience positive and/or negative returns in excess of the return objective.
These blends are a hypothetical illustration based upon actual performance results achieved by each of the underlying managers that comprised the blend. (Please review the important disclosure information for each underlying manager by clicking on the Individual Programs tab).
CLICK HERE FOR IMPORTANT DISCLOSURE INFORMATION
|
|
 |
|
