MAIN STRATEGY CHARACTERISTICS
RISK TOLERANCE
Low to Moderate
EXPECTED RETURN
3%-6%
INVESTMENT HORIZON
2-5 years
KEY INVESTMENT BENEFITS
Low volatility
Stable & regular returns (coupon payments)
Stable growth & moderate capital gains
Relatively liquid asset classes
INDICATIVE BANDWIDTH
Liquidity | 0-100% |
Fixed Income | 0-100% |
Equities | 0-30% |
Alternative Investments | 0-30% |
Others (e.g. private equities, futures) | 0-30% |
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*
BONDS
Government Bonds
Corporate Bonds
Emerging Markets Bonds
Inflation-linked Bonds
Bond Funds
*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.