| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Niemann Dynamic Sector | 30.88 | 28.38 |
| Jennison Global Equity Opportunities | 27.79 | 26.83 |
| Schroders Global Climate Change | 25.50 | 23.67 |
| Marsico Non-Taxable Flexible Capital | 25.03 | 23.27 |
| Global Alpha | 23.75 | 22.92 |
| iSectors Post-MPT Growth Allocation | 22.95 | 22.23 |
| Niemann Risk Managed Sector | 23.94 | 21.81 |
| Niemann Global Opportunity (Equity Plus) | 23.20 | 20.89 |
| Loring Ward Global Equity DFA | 21.06 | 20.76 |
| Allianz Global Equity Sustainability | 21.86 | 20.62 |
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Marsico Non-Taxable Flexible Capital | 29.86 | 28.52 |
| Global Alpha | 22.89 | 22.10 |
| Loring Ward Global Equity DFA SRI | 22.39 | 22.10 |
| Loring Ward Global Equity DFA | 21.93 | 21.61 |
| Loring Ward Global Equity DFA TM | 21.55 | 21.25 |
| Loring Ward Global Equity SA | 20.84 | 20.84 |
| JP Morgan Global Focus | 20.45 | 19.58 |
| Russell TM Equity Growth Model Strategy | 19.44 | 19.44 |
| WestEnd Advisors Global Equity | 20.61 | 19.32 |
| Deschutes Matisse Discounted CE Fd Stgy | 20.48 | 19.31 |
