Global Balanced | 1 year gross return | 1 year net return |
---|---|---|
JPMCB LDI Diversified Inv | 0.00 | 14.58 |
PanAgora Risk Parity Multi Asset Plus | 17.69 | 12.76 |
Athena Managed Equity | 13.21 | 12.30 |
JAForlines Global Tactical Allocation | 10.35 | 10.35 |
CIM InvestFlex⢠Global Strategy | 12.34 | 10.14 |
JPMCB Diversified Global Inv | 0.00 | 9.88 |
UBS: Multi Asset Portfolio | 10.63 | 9.59 |
Marsico Non-Taxable Flexible Capital | 11.00 | 9.52 |
Niemann Risk Managed Sector | 11.48 | 9.39 |
CIM InvestFlex⢠World Strategy | 11.16 | 8.98 |
Source: Morningstar Separate Account/CIT Fund Database
Global Balanced | 5 year gross return | 5 year net return |
---|---|---|
Marsico Non-Taxable Flexible Capital | 18.23 | 16.86 |
JPMCB Diversified Global Inv | 0.00 | 11.55 |
PanAgora Risk Parity Multi Asset Plus | 13.09 | 10.91 |
Russell TM Equity Growth Model Strategy | 10.64 | 10.64 |
FrontierAssetMgmt Focused Opportunities | 10.64 | 10.20 |
Morgan Stanley Glbl Tactical Asset Alloc | 10.53 | 10.18 |
Schafer Cullen Global High Dividend ADR | 11.21 | 10.17 |
Sterling Tactical Rotation Strategy | 10.83 | 10.08 |
OBS Financial EFS 80/20 | 10.26 | 9.96 |
Wilshire Global ETF Allocation - Gr | 10.14 | 9.90 |