Asset Allocation

Balanced Portfolio

Capturing modest capital growth through a balanced risk-and-return approach.

 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%

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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