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
Equities45.00%
US9.00%
Europe6.00%
Japan6.00%
Asia Pacific ex Japan18.00%
Emerging Markets ex Asia6.00%
Fixed Income36.00%
Developed Markets (DM)
30.00%
DM Government Bonds
15.00%
DM Corporate Bonds15.00%

Emerging Markets (EM)

6.00%
Alternatives7.00%
Commodity1.00%
Gold2.00%
Hedge Funds4.00%
Cash12.00%

Source: DBS CIO Office, Morningstar Investment Management Asia Limited, as of 29 September 2016

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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Call Us: (852) 2961 2338

Get In Touch

Call Us: (852) 2961 2338