| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| PanAgora Risk Parity Multi Asset Plus | 12.01 | 9.77 |
| Pyrford Global Absolute Return GBP | 9.46 | 8.87 |
| JPMCB LDI Diversified Inv | 0.00 | 6.79 |
| CIFG Maxbalanced | 6.29 | 6.48 |
| CIFG Sustainable Max Balanced | 5.82 | 5.72 |
| Regalfolios ETF Income | 5.02 | 4.37 |
| Strategies Conservative | 3.91 | 3.86 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 3.73 |
| JAForlines Global Tactical Allocation | 3.62 | 3.62 |
| iSectors Inflation Protected Allocation | 4.12 | 3.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Absolute Return | 13.60 | 12.89 |
| PIMCO RAE Fundamental PLUS | 13.78 | 12.89 |
| PIMCO StocksPlus | 12.92 | 12.45 |
| JPMCB Diversified Global Inv | 0.00 | 7.68 |
| Morgan Stanley Glbl Tactical Asset Alloc | 7.63 | 7.33 |
| PanAgora Risk Parity Multi Asset Plus | 9.05 | 7.09 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 6.69 |
| Capital Group Absolute Income Grower DB | 7.36 | 6.61 |
| FrontierAssetMgmt Focused Opportunities | 6.70 | 6.27 |
| OBS Financial EFS 80/20 | 6.54 | 6.26 |
