Asset Allocation

High Risk Portfolio

Maximizing returns by investing in more volatile financial instruments.

This model appeals to investors seeking to maximize growth and are tolerant of losses and market fluctuations over the medium to long term. Volatility is likely to rise this year, and large sideways swings highly probable. Technical (chart-based) signals suggest bullish forces should be stronger in the early part of 2016 than in the latter part of the year. The US stock market is at risk of underperforming. And indeed, unloved EM and AXJ equities could prove most resilient later in 2016.

 Tactical Asset Allocation
Equities91.50%
US25.50%
Europe19.00%
Japan20.00%
Asia Pacific ex Japan18.00%
Emerging Markets ex Asia
9.00%
Fixed Income2.50%
Developed Markets (DM)
1.00%
DM Government Bonds0.00%
DM Corporate Bonds1.00%
Emerging Markets (EM)
1.50%
Alternatives6.00%
Commodity1.00%
Gold2.00%
Hedge Funds3.00%
Cash0.00%

 

Tactical Asset Allocation

Asset Class3-Month Basis12-Month Basis
EquitiesOverweightOverweight
US EquitiesOverweightNeutral
Europe EquitiesNeutralNeutral
Japan EquitiesOverweightOverweight
Asia Pacific ex-Japan (APxJ) EquitiesUnderweightNeutral
Emerging Market (EM) EquitiesUnderweight
Neutral
BondsUnderweightUnderweight
Developed Markets (DM) Bonds
UnderweightUnderweight
DM Government BondsUnderweightUnderweight
DM Corporate BondsNeutral
Neutral
Emerging Markets (EM) Bonds
Underweight
Neutral
AlternativesUnderweightOverweight
CommoditiesNeutral
Overweight
GoldUnderweightNeutral
Hedge FundsUnderweightNeutral
CashNeutralNeutral

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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