AIG Life Insurance Company TRILOGY VARIABLE ANNUITY B SHARES
Investment Model Portfolios

This plan also represents AIG Life Insurance Company VARIABLE ACCOUNT A B SHARES.

Total Available Funds: 16
Asset Class Ticker Description
INTERNATIONAL EQUITY
WORLD STOCK ALTFX AllianceBern Var Global Th Growth A
Foreign Large Growth AWPAX AllianceBern Var International Growth A
US EQUITY
LARGE VALUE CABDX AllianceBern Var Growth&Income A
LARGE GROWTH AGRFX AllianceBern Var Growth A
LARGE GROWTH APGAX AllianceBern Var Large Cap Growth A
Small Growth QUASX AllianceBern Var Small Cap Growth A
LARGE VALUE MABAX BlackRock Var Srs Basic Value I
LARGE VALUE MADVX BlackRock Var Srs Equity Dividend I
LARGE BLEND MALRX BlackRock Var Srs Large Cap Core I
SMALL BLEND MASPX BlackRock Var Srs Value Opportunities I
FIXED INCOME
Intermediate-Term Bond ABQUX AllianceBern Var Institutional Bond A
High Yield Bond MAHIX BlackRock Var Srs High Income I
Intermediate-Term Bond MAHQX BlackRock Var Srs Total Return I
REAL ESTATE
Global Real Estate AREAX AllianceBern Var Real Est A
Others
World Allocation MALOX BlackRock Var Srs Global All I
ROOT CASH BlackRock Var Srs Money Market I

The following is a moderate-risk model portfolio constructed from the investment options of AIG Life Insurance Company TRILOGY VARIABLE ANNUITY B SHARES.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Click here for more plan details and features ►