5
The full lineup
of strategies.
Note: Allocations have a 1% allocation to cash and/or cash equivalents.
All of the strategy families align to a set of six consistent risk/
return profiles, ranging from equity to fixed income.
Return
expectation
Risk expectation
Equity
Fixed income
Cash
Fixed Income
Conservative
Moderate
Conservative
Moderate Growth
Growth
Equity
Low
I'm looking for ways to achieve
my goals with less exposure to the
fluctuations of the market.
Medium
I'm comfortable with a moderate
exposure to the ups and downs of
investing.
High
I'm comfortable with taking on a
higher level of risk in pursuit of my
investment goals.
