Asset Allocation

Balanced Portfolio

Capturing modest capital growth through a balanced risk-and-return approach.

For investors seeking to strike a balance between risk and return. For a balanced portfolio in 2016, we see more value in US and Asia Pacific ex-Japan equities over Europe and Japan. But regional and country performance differences are likely to shift, with developed markets showing more weakness in the latter part of the year than already battered AxJ and Emerging Market equities. We also see more value in developed market government bonds over corporate and emerging-market bonds.

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 Tactical Asset Allocation
Equities58.50%
US18.00%
Europe11.00%
Japan12.50%
Asia Pacific ex Japan11.00%
Emerging Markets ex Asia6.00%
Fixed Income26.50%
Developed Markets (DM)22.00%
DM Government Bonds11.00%
DM Corporate Bonds11.00%

Emerging Markets (EM)

4.50%
Alternatives4.00%
Commodity1.00%
Gold0.50%
Hedge Funds2.50%
Cash11.00%

 

Source: DBS CIO Office, Morningstar Investment Management Asia Limited, as of 13 January 2017

Remarks:

  1. Asset allocation does not ensure a profit or protect against market loss.
  2. Percentages denote actual tactical asset allocation weights for a 3-month time horizon.

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