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Hypothetical Back-testing

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

Save Global Diversified Markets Portfolios

Conservative

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

Moderate

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

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


Save ESG Portfolio

ESG

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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