Investment Strategies

Global Series

Growth & Income Strategy
Net Performance 3/22/04-01/31/12

The Growth & Income 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 25% fixed income, 45% Global Developed Markets, 22.5% Pacific Rim & Global Emerging Markets and 7.5% Global Hard Assets; providing a GLOBALLY DIVERSIFIED mix of 75% equity/25% non equity.

Cumulative Returns   |   Rolling Returns  |   Annualized Returns  |   Risk Metrics  |   Strategy Snapshot (PDF)



Past performance does not guarantee future results.


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