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Elm – SMA Global Balanced Program
Note: Performance is based on a historically simulated portfolio of $1m invested in Elm’s dynamic asset allocation strategy designed for a US taxable investor, who is invested via our SMAs, at the end of 2005. Past performance is not indicative of future returns. Elm simulated performance is calculated using generic asset class indexes and adjusted for Elm’s management fees (0.12% per annum) and an estimation of vehicle costs and withholding tax on non-US equities (0.35% per annum).
1. Traditional static portfolio is a monthly rebalanced portfolio consisting 65% Global Equities (iShares ACWI from March 2008, and MSCI AC World Index Net TR before that), 20% US Fixed Income (Vanguard’s VBTLX) and 15% US T-bills.
2. Peer Group Average is based on ARC Private Client Indices, which provides performance numbers delivered to private clients by participating investment managers. Index used is USD Steady Growth, which is comprised of portfolios with 60%-80% equity risk.
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