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Performance
In accordance with the
Global Investment
Performance Standards, all fee-paying discretionary portfolios are
included in one of the composites listed below. A composite is an
aggregation of portfolios into a single group that is representative of a
particular investment strategy, style, or objective. Please note
that some of the composites did not have portfolios within the composite
during all of the periods.
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Equity Composite - Portfolios included
in the equity composite consist of 80-100% equities and 0-20% cash.
Growth Composite - Portfolios
included in the growth composite consist of 60-80% equities, 20-40%
fixed income, and 0-20% cash.
Balanced Composite - Portfolios
included in the balanced composite consist of 40-60% equities, 40-60%
fixed income, and 0-20% cash.
Moderate Risk Composite - Portfolios
included in the moderate risk composite consist of 5-35% equities, 60-85% fixed income, and 0-20% cash.
Fixed Income Composite - Portfolios included in the fixed income composite
consist of 80 - 100% fixed income and 0-20% cash.
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Click
here for detailed information on investment performance from January
1, 1999 through September 30, 2008.
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