Investment Interactives

Below are some interactive visualisations we have crafted. Acquaint more with the various aspects of our portfolios.

Growth vs Defensive

Current allocation in target portfolio 1 / 5

Growth Defensive portfolio 1/5 current allocation

Allocation range in target portfolio 1 / 5

Growth Defensive portfolio 1/5 allocation range

Current allocation in target portfolio 2 / 5

Growth Defensive portfolio 2/5 current allocation

Allocation range in target portfolio 2 / 5

Growth Defensive portfolio 2/5 allocation range

Current allocation in target portfolio 3 / 5

Growth Defensive portfolio 3/5 current allocation

Allocation range in target portfolio 3 / 5

Growth Defensive portfolio 3/5 allocation range

Current allocation in target portfolio 4 / 5

Growth Defensive portfolio 4/5 current allocation

Allocation range in target portfolio 4 / 5

Growth Defensive portfolio 4/5 allocation range

Current allocation in target portfolio 5 / 5

Growth Defensive portfolio 5/5 current allocation

Allocation range in target portfolio 5 / 5

Growth Defensive portfolio 5/5 allocation range

Note: The actual allocation in a client portfolio might vary from that in the target portfolio, mainly because (a) the client portfolio comprises whole units of securities; and (b) of day-to-day changes in the price of those securities.

QuietGrowth Portfolios span multiple countries

Note:
  • Asia ex-Japan: Asia region excluding Japan.
  • Data is as of 14-Jan-2016.
  • Data procured from ETF providers.

QuietGrowth Portfolios span multiple industries

Formula: Shares 33% + Bonds 61% + Natural Resources 6% = 100%

Note:
  • Data is as of 14-Jan-2016.
  • Data procured from ETF providers.

Our investment methodology

The world of investments can be overwhelming… we can help you relax. Behind the algorithms our robo-advisory team designs and continuously improves is a robust investment methodology. We emphasise the academic prowess of an investment idea or concept, enabling us to serve you as an advanced robo adviser.

LEARN MORE