
注意:想要又简单又专业地投资的人
在专业投资顾问的帮助下,投资将会变得简单容易
我们会分析市场,并为你提供适合你需求的投资方案
注意:想要又简单又专业地投资的人
在专业投资顾问的帮助下,投资将会变得简单容易
我们会分析市场,并为你提供适合你需求的投资方案
4 Stock Markets & 3000+ ETFs
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732+ Unit Trusts and PRS


300+ Retail Bonds
Eco World International Bhd
Frasers Property Treasury Pte Ltd
Tropicana Corp Bhd
Mapletree Logistics Trust
Gemstones International Ltd
and more...

11 Managed Portfolios
Managed Portfolio builds, monitors and rebalances your portfolio for you.
A solution that enables you to benefit from the growth in the financial markets without active monitoring.
Benefits of Managed Portfolio
Holistic Portfolio
Automatic Portfolio Rebalancing
Active Monitoring by Professionals
Types of Managed Portfolio
Conservative
Target returns
Annualized return of 4% to 6% per annum
Asset allocation
90% into fixed income and 10% into equities.
The target allocation may change according to our views on the financial markets.
Suitable for
Investors that seek for stable and steady returns over the short to medium term.
Moderately
Conservative
Target returns
Annualized return of 5% to 7% per annum
Asset allocation
70% into fixed income and 30% into equities. The target allocation may change according to our views on the financial markets.
Suitable for
Investors that have below average risk tolerance and seek for stable and steady returns over the short to medium term.
Balanced
Target returns
Annualized return of 6% to 8% per annum
Asset allocation
50% into fixed income and 50% into equities. The target allocation may change according to our views on the financial markets.
Suitable for
Investors with a medium to long term investment horizon, who want reasonably good returns and are able to bear some risk.
Moderately Aggressive
Target returns
Annualized return of 7% to 9% per annum
Asset allocation
30% into fixed income and 70% into equities. The target allocation may change according to our views on the financial markets.
Suitable for
Investors that aim for capital appreciation over the long term, have above average risk tolerance and can bear volatile market conditions.
Aggressive
Target returns
Annualized return of 8% to 10% per annum
Asset allocation
10% into fixed income and 90% into equities. The target allocation may change according to our views on the financial markets.
Suitable for
Investors that aim for capital appreciation over the long term, and are able to handle higher risk and can bear temporary market setbacks.