Accumulation Phase: 80/20

  • Equity Weighting 80%
  • Fixed Income Weighting 20%
=

Glide Path Phase 1: 70/30

  • Equity Weighting 70%
  • Fixed Income Weighting 30%
A

Glide Path Phase 2: 60/40

  • Equity Weighting 60%
  • Fixed Income Weighting 40%

Balanced Income: 50/50

  • Equity Weighting 50%
  • Fixed Income Weighting 50%

Global Equity Portfolio

  • Equity Weighting 100%
  • Fixed Income Weighting 0%

Fixed Income Portfolio

  • Equity Weighting 0%
  • Fixed Income Weighting 100%