Asset Allocation

Conservative Portfolio

Capturing some capital growth with low risk exposure.

For the risk-averse with stable returns. For a conservative portfolio in 2016, we prefer developed market government bonds amid expected further downside pressure on total returns for corporate bonds. In terms of equities, we see more value in stocks in the US and Asia Pacific ex-Japan over Europe and Japan.

Please refer to the Useful Links below for Disclaimer.

 Tactical Asset Allocation
Equities15.00%
US3.00%
Europe3.00%
Japan3.00%
Asia Pacific ex Japan4.00%
Emerging Markets ex Asia2.00%
Fixed Income35.00%
Developed Markets (DM)35.00%
DM Government Bonds35.00%
DM Corporate Bonds0.00%
Emerging Markets (EM)0.00%
Alternatives0.00%
Commodity0.00%
Gold0.00%
Hedge Funds0.00%
Cash50.00%

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.

How would you rate your DBS website experience?

Thank you! We appreciate your feedback.

Please tell us more (Optional)

500

Which aspects of the DBS website experience can be improved further?

Please tell us more (Optional)

500
I agree to Terms & Conditions