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Hypothetical Back-testing
Information on the methodology used in calculating and generating the hypothetical
performance.
Conservative
Save Global Diversified Markets Conservative Portfolio LEGACY
The Conservative Portfolio is intended for customers with a lower risk tolerance. This portfolio excludes some riskier investments.
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 Global Diversified Markets Moderate Portfolio LEGACY
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.
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
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 LEGACY
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: