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core balanced

Projected returns

Returns with core balanced
S$1,000,000

Versus S$1,090,000 when left uninvested

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WITH lump sum Investment OF
S$2,824,251

Compared to S$1,090,000 when you invest on your own

+ $500 monthly investment for 15 years

Featured ETFs in
your portfolio

Invesco QQQ Trust Series 1

Exposure to 100 of the largest non-financial companies by market cap listed on Nasdaq, including computer hardware and software, telecommunications, retail/wholesale trade and biotechnology

Avg annual return (10 yrs)
17.38%
market cap
US$196.5B

iShares 20+ Year Treasury Bond ETF

Exposure to 20+ Year Treasury Bonds denominated in USD

Avg annual return (10 yrs)
0.58%
market cap
US$38.5B

SPDR Gold Shares

Exposure to gold

Avg annual return (10 yrs)
2.66%
market cap
US$52.5B

Our

Smart Beta

investment strategy

Portfolio aims to balance an optimal mix of global equity ETFs with broadly diversified bond and gold ETFs. Optimised by incorporating Smart Beta factors that enhances long term returns, reduces volatility, and improves diversification.

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