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 over 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 over 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 that our robo advisory has been designing and improving, we have a robust investment methodology. We stress on the academic prowess of an investment idea or concept, enabling us to serve you as an advanced robo adviser.

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