Asset Allocation

High Risk Portfolio

Maximising capital growth potential through exposure to a large portion in risky assets.

This model appeals to investors seeking to maximize growth and are tolerant of losses and market fluctuations over the medium to long term. Volatility is likely to rise this year, and large sideways swings highly probable. Technical (chart-based) signals suggest bullish forces should be stronger in the early part of 2016 than in the latter part of the year. The US stock market is at risk of underperforming. And indeed, unloved EM and AXJ equities could prove most resilient later in 2016.

High Risk Portfolio

 Tactical Asset Allocation
Equities89.00%
US19.00%
Europe19.00%
Japan15.00%
Asia Pacific ex Japan23.00%
Emerging Markets ex Asia13.00%
Fixed Income2.50%
Developed Markets (DM)1.00%
DM Government Bonds0.00%
DM Corporate Bonds1.00%
Emerging Markets (EM)1.50%
Alternatives8.50%
Commodity2.50%
Gold2.00%
Hedge Funds4.00%
Cash0.00%

 

Tactical Asset Allocation

Asset Class3-Month Basis12-Month Basis
EquitiesNeutralOverweight
US EquitiesNeutralNeutral
Europe EquitiesNeutralNeutral
Japan EquitiesNeutralOverweight
Asia Pacific ex-Japan (APxJ) EquitiesNeutralNeutral
Emerging Market (EM) EquitiesNeutralNeutral
BondsUnderweightUnderweight
Developed Markets (DM) BondsUnderweightUnderweight
  DM Government BondsUnderweightUnderweight
DM Corporate BondsNeutralNeutral
Emerging Markets (EM) BondsUnderweightNeutral
AlternativesOverweightOverweight
CommoditiesOverweightOverweight
GoldUnderweightNeutral
Hedge FundsNeutralNeutral
CashNeutralNeutral

Source: DBS CIO Office, Morningstar Investment Management Asia Limited, as of 31 March 2017

Notes:

  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.

Disclaimers and Important Notice:

  1. The information herein is published by DBS Bank Ltd (“DBS Bank”) for information only. This publication is intended for DBS Bank and its clients or prospective clients and may not be reproduced, transmitted or communicated to any other person without the prior written permission from DBS Bank.
  2. This publication is not and does not constitute or form part of any offer, recommendation, invitation or solicitation to subscribe to or to enter into any transaction; nor is it calculated to invite, nor does it permit the making of offers to the public to subscribe to or enter into, for cash or other consideration, any transaction, and should not be viewed as such. This publication is not intended to provide, and should not be relied upon for accounting, legal or tax advice or investment recommendations and is not to be taken in substitution for the exercise of judgment by the reader, who should obtain separate legal or financial advice. DBS does not act as an adviser and assumes no fiduciary responsibility or liability for any consequences financial or otherwise.
  3. The information and opinions contained in this publication has been obtained from sources believed to be reliable and neither DBS Bank nor its related companies or affiliates (collectively, “DBS”) make any representation or warranty as to its adequacy, completeness, accuracy or timeliness for any particular purpose. Investment involves risks. The risk of loss from investment can be substantial and may even result in losses in the principal amount. Opinions and estimates are subject to change without notice. Any past performance, projection, forecast or simulation of results is not necessarily indicative of the future or likely performance of any investment. DBS accepts no liability whatsoever for any direct indirect or consequential losses or damages arising from or in connection with the use or reliance of this publication or its contents.
  4. The information herein is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.
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