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
Equities89.00%
US19.00%
Europe19.00%
Japan15.00%
Asia Pacific ex Japan23.00%
Emerging Markets ex Asia13.00%
Fixed Income2.50%
Developed Markets (DM)1.00%
DM Government Bonds0.00%
DM Corporate Bonds1.00%
Emerging Markets (EM)1.50%
Alternatives8.50%
Commodity2.50%
Gold2.00%
Hedge Funds4.00%
Cash0.00%

 

Tactical Asset Allocation

Asset Class3-Month Basis12-Month Basis
EquitiesNeutralOverweight
US EquitiesNeutralNeutral
Europe EquitiesNeutralNeutral
Japan EquitiesNeutralOverweight
Asia Pacific ex-Japan (APxJ) EquitiesNeutralNeutral
Emerging Market (EM) EquitiesNeutralNeutral
BondsUnderweightUnderweight
Developed Markets (DM) BondsUnderweightUnderweight
DM Government BondsUnderweightUnderweight
DM Corporate BondsNeutralNeutral
Emerging Markets (EM) BondsUnderweightNeutral
AlternativesOverweightOverweight
CommoditiesOverweightOverweight
GoldUnderweightNeutral
Hedge FundsNeutralNeutral
CashNeutralNeutral

Source: DBS CIO Office, Morningstar Investment Management Asia Limited, as of 31 March 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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