Asset Allocation

Medium Risk Portfolio

Achieving potential growth with some fluctuations.

 Tactical Asset Allocation
Equities54.00%
US11.00%
Europe11.00%
Japan9.00%
Asia Pacific ex Japan14.50%
Emerging Markets ex Asia8.50%
Fixed Income28.50%
Developed Markets (DM)23.00%
DM Government Bonds12.00%
DM Corporate Bonds11.00%

Emerging Markets (EM)

5.50%
Alternatives6.50%
Commodity2.50%
Gold1.00%
Hedge Funds3.00%
Cash11.00%

 

Tactical Asset Allocation

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

Source: DBS CIO Office, Morningstar Investment Management Asia Limited, as of 30 June 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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