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.
Download printable version of this strategy