Hypothetical Back-testing

Information on the methodology used in calculating and generating the hypothetical
performance.

Conservative

S&P 500 Risk-Controlled Portfolio

This Portfolio is intended for customers who prefer a well-known US equity index, that contains the largest companies in the United States.

Moderate

Save US Macro Portfolio

The US Macro Portfolio is intended for customers with a medium risk tolerance. This portfolio allocates across a range of asset classes using macroeconomic variables such as interest rates, inflation and the US dollar.

Growth

Nasdaq 100 Risk-Controlled Portfolio

The Nasdaq 100 Risk-Controlled portfolio follows the Nasdaq 100 Index, and adjusts the level of exposure upward or downward daily to maintain a stable level of volatility.

ESG

Save ESG Portfolio

A diversified, ESG-tilted portfolio of stocks, bonds and other asset classes, that seeks to select and overweight ESG companies and avoid certain non-ESG assets.

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