Balanced portfolio approach to investing still a viable option for investors
But investors must be cautious about which equity-segments are picked.
Add BT as a preferred source
DeeperDive is a beta AI feature. Refer to full articles for the facts.
THE year 2017 has started off on a positive note, especially when compared with the fireworks that we witnessed at the start of 2016. Global equities, as measured by the MSCI AC World index, posted a 1.9 per cent rise while global bonds saw yields stabilise as the asset class posted a slight loss of -0.4 per cent.
The portfolio gained 3.1 per cent for January, driven by our Latin America equity exposure (JPMorgan Funds - Latin America Equity Fund A Acc USD) and our allocation to the Asian equities.
Losses were seen in our global bonds exposure to the tune of -0.14 per cent from the Blackrock Fixed Income Global Opportunities Fund. Since its creation on Oct 17, 2016, the portfolio has returned a total of 6.2 per cent as at Feb 13, 2017. (All returns are in SGD terms.)
Share with us your feedback on BT's products and services
TRENDING NOW
Ministry of Home Affairs Permanent Secretary Pang Kin Keong to retire
Shelving S$5 billion office redevelopment plan proved ‘wise’ as geopolitical risks mount: OCBC chairman
Richard Eu on how core values, customers keep Singapore’s TCM chain Eu Yan Sang relevant
China pips the US if Asean is forced to choose, but analysts warn against reading it like a sports result
