Asset ClassProxyExpected Nominal 30-year ReturnPortfolio Weight
60/40 US Portfolio
US EquityS&P 5005.22%60%
US TreasuriesBloomberg US Treasuries4.94%40%
Resilient Portfolio
Inflation-linked TreasuriesBloomberg US TIPS4.94%20%
Gold5.17%20%
US EquityS&P 5005.22%30%
EU EquityEuroStoxx 505.33%25%
SPDR EnergySPDR Energy8.35%5%
Expected returns are internal estimates as of 29 May 2025.