The document illustrates a balanced portfolio with equal allocations to cash, bonds, and equities as of 04/01/08. It includes overlay returns reflecting actual composite client returns net of fees and expenses. Clients can select an overlay size to target cash flow, return, or risk objectives.
documents/vol00010-efta01362941-pdf.pdf
{"title":"CYES Illustration on Balanced Portfolio","document_type":"tabular","document_subtype":"financial illustration","key_organizations":["Citigroup","Barclays"]}