| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB LDI Diversified Inv | 0.00 | 5.66 |
| JPMCB Diversified Global Inv | 0.00 | 5.10 |
| ICON - SBI Global Conservative | 4.91 | 4.91 |
| Baring Global Dynamic Asset Allocation | 5.44 | 4.77 |
| ICON - SBI Global Moderate | 5.54 | 4.71 |
| UBS: Multi Asset Portfolio | 5.65 | 4.65 |
| Ladenburg Thalmann LAMP NTF Agrsv Gr | 5.25 | 3.79 |
| FrontierAssetMgmt Focused Opportunities | 3.93 | 3.52 |
| WTFSC Multi-Asset Portfolio Cl 0 | 3.54 | 3.40 |
| Ladenburg Thalmann LAMP NTF Growth | 4.50 | 3.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Diversified Global Inv | 0.00 | 13.40 |
| Schafer Cullen Global High Dividend ADR | 14.13 | 13.10 |
| Wilshire Global ETF Allocation - Gr | 12.43 | 12.18 |
| Loring Ward Global Captial Appr DFA | 12.32 | 12.04 |
| OBS Financial EFS 80/20 | 12.28 | 12.00 |
| Russell TM Growth Model Strategy | 11.65 | 11.65 |
| Morgan Stanley Glbl Tactical Asset Alloc | 11.87 | 11.52 |
| MIS Growth Strategy - Tax Dfd-NFS | 11.51 | 11.43 |
| Stringer Growth Portfolio | 11.81 | 11.41 |
| FrontierAssetMgmt Focused Opportunities | 11.73 | 11.29 |
