Aggressive Portfolio
Maximising capital growth potential through exposure to a large portion in risky assets
Chief Investment Office16 May 2023
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At a Glance

DBS Model Portfolios are diversified across many types of asset classes and investment styles to benefit from top performing asset classes and reduce impact of lower performing asset classes.

Aggressive Portfolio

Aggressive Portfolio - Tactical Asset Allocation

Equities65.00%
US30.00%
Europe11.00%
Japan5.00%
Asia ex Japan19.00%
Fixed Income18.00%
DM Government Bonds5.00%
DM Corporate Bonds10.00%

Emerging Markets (EM)

3.00%
Alternatives16.00%
Gold2.00%
Private Assets & Hedge Funds14.00%
Private Equity7.00%
Hedge Funds*4.00%
Private Debt3.00%
Cash1.00%

 *Only P4 risk rated UCITs Alternatives

 

2Q23 Global Tactical Asset Allocation

Asset Class3-Month Basis12-Month Basis
EquitiesNeutralNeutral
US EquitiesNeutralOverweight
Europe EquitiesUnderweightUnderweight
Japan EquitiesNeutralUnderweight
Asia ex-Japan (AxJ) EquitiesOverweightOverweight
BondsOverweightUnderweight
Developed Market (DM) Government BondsOverweightUnderweight
Developed Market (DM) Corporate BondsOverweightNeutral
Emerging Markets (EM) BondsUnderweightNeutral
AlternativesOverweightOverweight
GoldUnderweightOverweight
Private Assets & Hedge FundsOverweightOverweight
CashUnderweightNeutral

Source: DBS CIO Office

 

Notes:

  1. The above are based on three-month views.
  2. Asset allocation does not ensure a profit or protect against market loss.
  3. “TAA’ refers to “Tactical Asset Allocation”. “SAA” refers to “Strategic Asset Allocation”.
  4. Based on the SAA model, the Aggressive model has the highest risk, followed by Balanced, Moderate, and Conservative, with Conservative being the least risky.
  5. The investor type classification for the portfolio has no direct relationship with the Financial Needs Analysis customer risk profile types and the portfolios
    are not assigned any product risk rating based on the bank’s proprietary risk rating methodology.

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