Asset Allocation

High Risk Portfolio

Maximizing returns by investing in more volatile financial instruments.

 Tactical Asset Allocation
Equities89.00%
US16.00%
Europe19.00%
Japan15.00%
Asia Pacific ex Japan24.50%
Emerging Markets ex Asia14.50%
Fixed Income2.50%
Developed Markets (DM)1.00%
DM Government Bonds0.00%
DM Corporate Bonds1.00%
Emerging Markets (EM)1.50%
Alternatives8.50%
Commodity1.50%
Gold3.00%
Hedge Funds4.00%
Cash0.00%

 

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.
Get In Touch

Call Us: (852) 3668 8008

Get In Touch

Call Us: (852) 3668 8008

Thank you for your feedback

Was this information useful ?

Thank you for your feedback
Let us know how this article helped:
We're sorry to hear that.
How can we do better?
Error occured