Global Multi Asset Income solution
Balance your portfolio through a Global Multi Asset Income solution
When it comes to investing, diversification is always a good way to balance risk and reward in your portfolio. Through a Global Multi Asset Income (GMAI) solution, investors can access a diversified mix of assets, without investing in separate equity funds and bond funds. The solution is also managed by investment experts who help reduce volatility in the portfolio.
Here are some GMAI funds that are positively rated by the DBS Funds Selection Team.
| Investec GMAI | Fidelity GMAI | JPM Global Income | First Eagle Amundi Income Builder | |
|---|---|---|---|---|
| DBS FST rating | ++++ (Strong positive) | +++ (Positive) | ++++ (Strong positive) | ++++ (Strong positive) |
| Neutral Asset Allocation | 33% Equity 67% Fixed Income (incl. cash) | 25% Equity 75% Fixed Income | 60% Equity 40% Fixed Income | 50% Equity 35% Fixed Income 15% Gold Securities and Cash or Cash equivalent |
| Ann. 3Y Return* | 4.34% | 6.10% | 5.90% | 3.90% |
| 3Y Standard deviation* | 2.03% | 3.90% | 4.30% | 6.00% |
| 3Y Sharpe Ratio* | 1.20 | 0.60 | 0.90 | 0.30 |
| Monthly pay-out* | 4.70% | 4.20% | 4.30% | 3.73% |
*All data presented are as of 2 December 2019, or the closest available NAV date prior.
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