The Conservative Blends seek to provide you with income and capital appreciation by overweighting the blends into the more conservative managers from our platform.
Typically, over 60% of the portfolio is allocated to fixed income oriented managers with the balance allocated to one or more equity oriented managers.
The portfolio seeks a conservative level of total return (5-10%) consistent with a conservative level of risk (<5%). 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).
To view the performance of our conservative blends, please click on the link below:
CLICK HERE FOR IMPORTANT DISCLOSURE INFORMATION
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