MAIN STRATEGY CHARACTERISTICS
RISK TOLERANCE
Moderate to High
EXPECTED RETURN
5%-8%
INVESTMENT HORIZON
3-7 years
KEY INVESTMENT BENEFITS
Regular returns (interest & dividend payments)
Capital gains
Long-term potential through exposure to companies' growth
Relatively liquid asset classes
INDICATIVE BANDWIDTH
Liquidity | 0-100% |
Fixed Income | 0-30% |
Equities | 0-70% |
Alternative Investments | 0-50% |
Others (e.g. private equities, futures) | 0-40% |
Precious Metals / Commodities | 0-10% |
Asset Allocation
Asset mix is consistent of liquid investments and fixed income instruments, acknowledging your investment horizon and currency preferences.
INVESTMENT PRODUCTS
LIQUIDITY
Cash*
Monetary Market Instruments
BONDS
Government Bonds
Corporate Bonds
Emerging Markets Bonds
Inflation-linked Bonds
Bond Funds
Convertible Bonds
EQUITY
Single Equities
*Cash positions are liquidity investments held in a reference currency on the deposit account.. Cash holdings offer investors flexibility as they are available at short notice. However, in the current negative interest rate environment, we prefer to avoid large cash positions.. The choice of reference currency is one of the most important factors determining the future performance of your investment strategy. Reference currency highly influences the general structure and fluctuations of the portfolio. In our discretionary mandates, we predominantly invest in USD, EUR, CHF, GBP, HKD and SGD.
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