Model Portfolios

Why Model Portfolios?

A model portfolio is a portfolio of selected funds of different percentage composition. Our research team has prepared 3 types of model portfolios for the Conservative, Balanced, and Aggressive investor risk appetites. Not sure where to begin? Take a look at our model portfolios to help you get started.

Model Portfolio

Different Type of Portfolio

Equity

Fixed-Income

Alternative

Conservative Portfolio

An investor who regards the need to minimize the chance of capital loss in any year as the most important consideration. He understands that this generally means less exposure to growth assets and will mean lower real returns in the long term.

20%

70%

10%

Asset Class

Fund Name

(portfolio composition ratio)

US Equities

Fidelity America

4%

China Equities

First State Regional China

4%

Asia ex Japan Equities

First State Dividend Advantage

4%

Europe Equities

Templeton European

4%

Japan Equities

Lion Global Japan Growth (Hedged)

4%

Credit & Sovereign Bond

Natixis Loomis Sayles Multi Sector Income

35%

Short Term Bond

UOB United SGD

35%

Gold

UOB United Gold & General SGD

5%

Commodities

JPMorgan – Global Natural Resources SGD

5%

Latest Model Portfolio Report

Use this to calculate the recommended amount to invest in each fund!

I would like to invest a lump sum of ($) 

Different Type of Portfolio

Equity

Fixed-Income

Alternative

Balanced Portfolio

An investor who seeks a balance between higher returns and the chance of avoiding capital loss. He accepts that this trade off lessens both long term returns and the chance of a loss in any year.

45%

45%

10%

Asset Class

Fund Name

(portfolio composition ratio)

US Equities

Fidelity America

10%

China Equities

First State Regional China

7%

Asia ex Japan Equities

First State Dividend Advantage

10%

Europe Equities

Templeton European

9%

Japan Equities

Lion Global Japan Growth (Hedged)

9%

Credit & Sovereign Bond

Natixis Loomis Sayles Multi Sector Income

20%

Short Term Bond

UOB United SGD

25%

Gold

UOB United Gold & General SGD

5%

Commodities

JPMorgan – Global Natural Resources SGD

5%

Latest Model Portfolio Report

Use this to calculate the recommended amount to invest in each fund!

I would like to invest a lump sum of ($) 

Different Type of Portfolio

Equity

Fixed-Income

Alternative

Aggressive Portfolio

An investor who pursues higher returns in the longer term by investing in growth assets. He fully accepts that investment returns will vary substantially from year to year and that there is a higher chance of capital loss in any one year.

60%

25%

15%

Asset Class

Fund Name

(portfolio composition ratio)

US Equities

Fidelity America

12%

China Equities

First State Regional China

10%

Asia ex Japan Equities

First State Dividend Advantage

14%

Europe Equities

Templeton European

12%

Japan Equities

Lion Global Japan Growth (Hedged)

12%

Credit & Sovereign Bond

Natixis Loomis Sayles Multi Sector Income

10%

Short Term Bond

UOB United SGD

15%

Gold

UOB United Gold & General SGD

5%

Commodities

JPMorgan – Global Natural Resources SGD

10%

Latest Model Portfolio Report

Use this to calculate the recommended amount to invest in each fund!

I would like to invest a lump sum of ($) 
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