Hypothetical Back-testing

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

Conservative

Save Global Diversified Markets Conservative Portfolio

The Conservative Portfolio is intended for customers with a lower risk tolerance. This portfolio excludes some riskier investments.

Moderate

Save Global Diversified Markets Moderate Portfolio

The Moderate Portfolio is intended for customers with a medium risk tolerance. This portfolio allocates in a diversified manner across a range of asset classes.

Growth

Save Global Multi-Strategy Portfolio

This Portfolio is intended for customers with a higher risk tolerance. This portfolio seeks to provide higher returns, but may have higher risk. This Portfolio utilizes both long and short positions.

Save Global Diversified Markets Growth Portfolio

This Portfolio is intended for customers with a higher risk tolerance. This portfolio seeks to provide higher returns, but may have higher risk.

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.

For more information on risk tolerance, see:

U.S. Securities and Exchange Commision - Risk Tolerance

U.S. Securities and Exchange Commision - Beginners' Guide to Asset Allocation, Diversification, and Rebalancing