Top Performing Managers of Global Balanced, 3rd Quarter 2020




Global Balanced1 year gross return1 year net return
Calamos Global Opportunities Composite25.5824.86
3D ESG Equity18.9718.36
THG Balanced Aggressive18.1017.23
ICON - SBI Global Moderate17.2915.68
Cadinha GPS6013.0012.89
CW Frontier Asset Mgmt Focused Opp.12.2410.86
Invesco International Dvrs Blend SMA10.8310.83
Leuthold Global Tactical ETF Portfolio10.7410.69
Sterling AS Growth (All Funds)9.889.72
WST All Equity11.679.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Global Balanced5 year gross return5 year net return
Morgan Stanley Glbl Tactical Asset Alloc10.8210.49
Calamos Global Opportunities Composite11.0910.34
Cadinha GPS6010.409.83
ICON - SBI Global Moderate10.699.26
THG Balanced Aggressive9.578.76
Sterling AS Growth (All Funds)8.778.00
RiverFront ETF Dynamic Equity Income9.587.87
WST All Equity10.227.80
Innealta Global All Asset Opp Growth7.777.56
Frontier Asset Mgmt Focused Opp8.347.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
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