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Lincoln Benefit Life Company CONSULTANT I VA INCOME BENEFIT B SHARES
Investment Model Portfolios

This plan also represents Lincoln Benefit Life Company CONSULTANT I ED B SHARES, Plan with name Lincoln Benefit Life Company CONSULTANT I ED & IR II B SHARES, Plan with name Lincoln Benefit Life Company CONSULTANT I EI B SHARES, Plan with name Lincoln Benefit Life Company CONSULTANT I X B SHARES, Plan with name Lincoln Benefit Life Company CONSULTANT II X

Investment options of Lincoln Benefit Life Company CONSULTANT I VA INCOME BENEFIT B SHARES

Total Available Funds: 33
Asset Class Ticker Description
US EQUITY
LARGE GROWTH ALVOX Alger Portfolio Capital Appreciation I-2
LARGE BLEND AIGOX Alger Portfolio Growth & Income I-2
LARGE GROWTH AAGOX Alger Portfolio Large Cap Growth I-2
Mid-Cap Growth AMGOX Alger Portfolio Mid Cap Growth I-2
Small Growth AASOX Alger Portfolio Small Cap Growth I-2
LARGE BLEND SUWAX DWS I Growth&Income A
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst
LARGE GROWTH JAGRX Janus Aspen Janus Inst
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
Small Growth MNDIX MFS VIT New Discovery I
LARGE BLEND MRFIX MFS VIT Research I
LARGE VALUE PRFDX T Rowe Price Equity Income
Mid-Cap Growth RPMGX T Rowe Price Mid Cap Growth
LARGE GROWTH PRWAX T Rowe Price New America
FIXED INCOME
Intermediate-Term Bond SFXAX DWS I Bond A
Intermediate Government FGOAX Federated Ins Government Security II
High Yield Bond FHIIX Federated Ins High Income Bond II P
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Inst
INTERNATIONAL EQUITY
WORLD STOCK KGDAX DWS I Global Opportunity A
Foreign Large Blend SUIAX DWS I International A
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
Foreign Large Growth PRITX T Rowe Price Institutional Int St
Others
Conservative Allocation CAPAX Federated Ins Cap Income II
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH Fidelity V5 Money Market Init
Moderate Allocation JABLX Janus Aspen Balanced Inst
Moderate Allocation MTRIX MFS VIT Total Return I

Investment model portfolios

We provide two types of investment model portfolios for Lincoln Benefit Life Company CONSULTANT I VA INCOME BENEFIT B SHARES participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Lincoln Benefit Life Company CONSULTANT I VA INCOME BENEFIT B SHARES Tactical Asset Allocation Moderate NA 8.63% 3.66% 6.66% 7.33% 8.37% NA 8.20%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%
Data as of 09/29/2017, AR inception is 12/31/2000

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