4 Stock Markets & 3000+ ETFs
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732+ Unit Trusts and PRS
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300+ Retail Bonds

Eco World International Bhd

Frasers Property Treasury Pte Ltd

Tropicana Corp Bhd

Mapletree Logistics Trust

Gemstones International Ltd

and more...

Financial Data
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.