Below please find Periodical Market updates for each of our portfolios. Each one addresses the market and shows Milliman’s SmartShield performance relative to respective benchmarks.

Q4 2024

SmartShield Moderate Portfolio: Q4 2024 report download
SmartShield Balanced Portfolio: Q4 2024 report download
SmartShield Growth Portfolio: Q4 2024 report download
SmartShield High Growth Portfolio: Q4 2024 report download

End of Financial Year 2024

SmartShield: End of Financial Year 2024 report download

Q3 2024

SmartShield Moderate Portfolio: Q3 2024 report download
SmartShield Balanced Portfolio: Q3 2024 report download
SmartShield Growth Portfolio: Q3 2024 report download
SmartShield High Growth Portfolio: Q3 2024 report download

Q2 2024

SmartShield Moderate Portfolio: Q2 2024 report download
SmartShield Balanced Portfolio: Q2 2024 report download
SmartShield Growth Portfolio: Q2 2024 report download
SmartShield High Growth Portfolio: Q2 2024 report download

Q1 2024

SmartShield Moderate Portfolio: Q1 2024 report download
SmartShield Balanced Portfolio: Q1 2024 report download
SmartShield Growth Portfolio: Q1 2024 report download
SmartShield High Growth Portfolio: Q1 2024 report download

Q4 2023

SmartShield Moderate Portfolio: Q4 2023 report download
SmartShield Balanced Portfolio: Q4 2023 report download
SmartShield Growth Portfolio: Q4 2023 report download
SmartShield High Growth Portfolio: Q4 2023 report download

Q3 2023

SmartShield Moderate Portfolio: Q3 2023 report download
SmartShield Balanced Portfolio: Q3 2023 report download
SmartShield Growth Portfolio: Q3 2023 report download
SmartShield High Growth Portfolio: Q3 2023 report download

Q2 2023

SmartShield Moderate Portfolio: Q2 2023 report download
SmartShield Balanced Portfolio: Q2 2023 report download
SmartShield Growth Portfolio: Q2 2023 report download
SmartShield High Growth Portfolio: Q2 2023 report download

Q1 2023

SmartShield Moderate Portfolio: Q1 2023 report download
SmartShield Balanced Portfolio: Q1 2023 report download
SmartShield Growth Portfolio: Q1 2023 report download
SmartShield High Growth Portfolio: Q1 2023 report download

Q4 2022

SmartShield Moderate Portfolio: Q4 2022 report download
SmartShield Balanced Portfolio: Q4 2022 report download
SmartShield Growth Portfolio: Q4 2022 report download
SmartShield High Growth Portfolio: Q4 2022 report download

Q3 2022

SmartShield Moderate Portfolio: Q3 2022 report download
SmartShield Balanced Portfolio: Q3 2022 report download
SmartShield Growth Portfolio: Q3 2022 report download
SmartShield High Growth Portfolio: Q3 2022 report download

Q2 2022

SmartShield Moderate Portfolio: Q2 2022 report download
SmartShield Balanced Portfolio: Q2 2022 report download
SmartShield Growth Portfolio: Q2 2022 report download
SmartShield High Growth Portfolio: Q2 2022 report download

Q1 2022

SmartShield Moderate Portfolio: Q1 2022 report download
SmartShield Balanced Portfolio: Q1 2022 report download
SmartShield Growth Portfolio: Q1 2022 report download
SmartShield High Growth Portfolio: Q1 2022 report download

Q4 2021

SmartShield Moderate Portfolio: Q4 2021 report download
SmartShield Balanced Portfolio: Q4 2021 report download
SmartShield Growth Portfolio: Q4 2021 report download
SmartShield High Growth Portfolio: Q4 2021 report download

Q3 2021

SmartShield Moderate Portfolio: Q3 2021 report download
SmartShield Balanced Portfolio: Q3 2021 report download
SmartShield Growth Portfolio: Q3 2021 report download
SmartShield High Growth Portfolio: Q3 2021 report download

Q2 2021

SmartShield Moderate Portfolio: Q2 2021 report download
SmartShield Balanced Portfolio: Q2 2021 report download
SmartShield Growth Portfolio: Q2 2021 report download
SmartShield High Growth Portfolio: Q2 2021 report download

Q1 2021

SmartShield Moderate Portfolio: Q1 2021 report download
SmartShield Balanced Portfolio: Q1 2021 report download
SmartShield Growth Portfolio: Q1 2021 report download
SmartShield High Growth Portfolio: Q1 2021 report download

Q4 2020

SmartShield Moderate Portfolio: Q4 2020 report download
SmartShield Balanced Portfolio: Q4 2020 report download
SmartShield Growth Portfolio: Q4 2020 report download
SmartShield High Growth Portfolio: Q4 2020 report download

Q3 2020

SmartShield Moderate Portfolio: Q3 2020 report download
SmartShield Balanced Portfolio: Q3 2020 report download
SmartShield Growth Portfolio: Q3 2020 report download
SmartShield High Growth Portfolio: Q3 2020 report download

June 2020

SmartShield Moderate Portfolio: June report download
SmartShield Balanced Portfolio: June report download
SmartShield Growth Portfolio: June report download
SmartShield High Growth Portfolio: June report download

May 2020

SmartShield Moderate Portfolio: May report download
SmartShield Balanced Portfolio: May report download
SmartShield Growth Portfolio: May report download
SmartShield High Growth Portfolio: May report download

April 2020

SmartShield Moderate Portfolio: April report download
SmartShield Balanced Portfolio: April report download
SmartShield Growth Portfolio: April report download
SmartShield High Growth Portfolio: April report download

March 2020

SmartShield Moderate Portfolio: March report download
SmartShield Balanced Portfolio: March report download
SmartShield Growth Portfolio: March report download
SmartShield High Growth Portfolio: March report download

February 2020

SmartShield Moderate Portfolio: February report download
SmartShield Balanced Portfolio: February report download
SmartShield Growth Portfolio: February report download
SmartShield High Growth Portfolio: February report download