Asset Allocation

Low Risk Portfolio

A risk-averse portfolio that values capital preservation over gain.

  Tactical Asset Allocation
Equities15.00%
US2.00%
Europe3.00%
Japan3.00%
Asia Pacific ex Japan4.50%
Emerging Markets ex Asia2.50%
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%

 

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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