Global Series
Balanced Strategy
Net Performance 05/05/04-01/31/12
The Balanced Strategy is primarily invested in equity and fixed income exchange traded funds (ETFs). Certain mutual funds including a taxable money market fund may also be utilized. The base line asset allocation is 50% fixed income, 30% Global Developed Markets, 15% Pacific Rim & Global Emerging Markets and 5% Global Hard Assets; providing a GLOBALLY DIVERSIFIED mix of 50% equity/50% fixed income.
Cumulative Returns |
Rolling Returns |
Annualized Returns |
Risk Metrics |
Strategy Snapshot (PDF)
Past performance does not guarantee future results.
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