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Recommended Portfolio

Performance in % (as of 28 February 2014), Net of All Charges.
CASH
Low Risk Portfolio (Cash)
1 week: 0.23 %
1 month: 1.33 %
3 months: 0.02 %
1 year: 1.06 %
Since Inception (29 Dec 06)-1.38 %
YTD(From 31 Dec 12)0.09 %
Annualized Performance since Inception (29 Dec 06)-0.19 %
The low risk model portfolio is suitable for an investor whose primary objective is preservation of capital and has no or limited investment experience. Liquidity needs is important to the investor and he is only able to stay invested for not more than 3 years. Also, the investor is willing to accept no more than 5% fluctuation in the value of the portfolio.
  Daily Return
(%)
Fund Name
  0.4400
  0.0586
  0.8364
  0.0209
  0.0610
  1.0946
  0.0039
  0.0000
  0.0086
  0.0082
Medium Risk Portfolio (Cash)
1 week: 0.22 %
1 month: 2.40 %
3 months: 0.81 %
1 year: -1.15 %
Since Inception (29 Dec 06)-2.93 %
YTD(From 31 Dec 12)1.31 %
Annualized Performance since Inception (29 Dec 06)-0.41 %
The medium risk model portfolio is suitable for a relatively experienced investor who is looking for moderate growth and diversification. There is no liquidity needs with respect to the investments in the short to mid-term (between 3 to 10 years). Also, the investor is willing to tolerate up to 30% fluctuation in the value of the portfolio.
  Daily Return
(%)
Fund Name
  0.4400
  0.5017
  0.8364
  0.0209
  0.0610
  1.0946
  0.0039
  0.0000
  -1.9280
  0.0086
High Risk Portfolio (Cash)
1 week: 0.22 %
1 month: 2.83 %
3 months: 0.06 %
1 year: -3.34 %
Since Inception (29 Dec 06)-12.21 %
YTD(From 31 Dec 12)0.77 %
Annualized Performance since Inception (29 Dec 06)-1.80 %
The high risk model portfolio is suitable for an investor who is knowledgeable and not concerned about short term market fluctuations. The investor can tolerate beyond 30% portfolio fluctuations and has no use of the investments over the next 10 years. The investor is willing to accept significant risk with longer term fluctuation, including possible loss of principal while maximising growth potential of asset.
  Daily Return
(%)
Fund Name
  0.4400
  0.3290
  0.2250
  0.8364
  0.0209
  1.0946
  0.0039
  -1.9280
  0.0086
  0.1688
CPF
Low Risk Portfolio (CPF)
1 week: 0.34 %
1 month: 1.33 %
3 months: -0.68 %
1 year: -1.69 %
Since Inception (29 Dec 06)0.59 %
YTD(From 31 Dec 12)-0.22 %
Annualized Performance since Inception (29 Dec 06)0.08 %
The low risk model portfolio is suitable for an investor whose primary objective is preservation of capital and has no or limited investment experience. Liquidity needs is important to the investor and he is only able to stay invested for not more than 3 years. Also, the investor is willing to accept no more than 5% fluctuation in the value of the portfolio.
  Daily Return
(%)
Fund Name
  0.0586
  0.5017
  0.3290
  -0.1325
  0.0209
  0.0610
  0.0000
  0.1214
Medium Risk Portfolio (CPF)
1 week: 0.28 %
1 month: 1.93 %
3 months: -1.10 %
1 year: -1.57 %
Since Inception (29 Dec 06)-9.68 %
YTD(From 31 Dec 12)-0.58 %
Annualized Performance since Inception (29 Dec 06)-1.41 %
The medium risk model portfolio is suitable for a relatively experienced investor who is looking for moderate growth and diversification. There is no liquidity needs with respect to the investments in the short to mid-term (between 3 to 10 years). Also, the investor is willing to tolerate up to 30% fluctuation in the value of the portfolio.
  Daily Return
(%)
Fund Name
  0.5017
  0.3290
  -0.1325
  0.0209
  0.0610
  0.0000
  0.1214
  0.2810
High Risk Portfolio (CPF)
1 week: 0.31 %
1 month: 2.33 %
3 months: -1.13 %
1 year: -1.03 %
Since Inception (29 Dec 06)-17.52 %
YTD(From 31 Dec 12)-0.72 %
Annualized Performance since Inception (29 Dec 06)-2.65 %
The high risk model portfolio is suitable for an investor who is knowledgeable and not concerned about short term market fluctuations. The investor can tolerate beyond 30% portfolio fluctuations and has no use of the investments over the next 10 years. The investor is willing to accept significant risk with longer term fluctuation, including possible loss of principal while maximising growth potential of asset.
  Daily Return
(%)
Fund Name
  0.5017
  0.3290
  -0.1325
  0.0209
  0.0610
  -0.6545
  0.1214
  0.2810
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