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Supercharge your savings with our Cash Management solutions.

core growth

Past performance

Our Smart Beta strategy optimises your portfolio’s equity component to outperform the markets over time.

core GROWTH
avg ann return (8y)

8.13

%

S&P TARGET RISK GROWTH (SPTGGU)
avg ann return (8y)

7.17

%

core Growth

SPTGGU

core equity100
core equity100
chart

Past returns are shown for illustrative purposes only. They are calculated before fees and in USD terms unless otherwise specified. The past returns since inception (31 March 2021) are based on model portfolios returns which may not fully account for trading costs, tax implications and timing impacts. Past returns prior to portfolio inception date are based on our internal backtested data with information obtained from underlying fund managers. Past returns are not a guarantee for future performance.

Last update: 31 May 2023 14:30 SGT

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Past returns
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Composition
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period
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Technology Select Sector SPDR Fund

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK
2.41 %
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iShares Core MSCI EM IMI UCITS ETF

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK
2.41 %
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Utilities Select Sector SPDR Fund

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK
2.41 %
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KraneShares CSI China Internet ETF

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK
2.41 %
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iShares MSCI China ETF

Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc

XLK
2.41 %
period
% of portfolio
Apple Inc (AAPL)
4.56 %
Microsoft Corp (MSFT)
4.48 %
Alphabet Inc (GOOGL)
2.20 %
Nvidia Corp (NVDA)
2.11 %
Amazon.Com Inc (AMZN)
2.02 %
Tencent Holdings Ltd (700 HK)
1.77 %
Pepsi Co. (PEP)
1.39 %
period
%
Information Technology
11.57 %
Consumer Staples
13.81 %
Healthcare
13.16 %
Consumer Discretionary
12.77 %
Communication Services
9.96 %
Financials
8.29 %
Utilities
5.26 %
period
% of portfolio
US flag
United States
74.31 %
china flag
China
14.82 %
japan flag
Japan
1.88 %
UK flag
United Kingdom
1.24 %
flag
France
1.03 %

Projected returns

Returns with core growth
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

Invesco S&P 500 Equal Weight ETF

Exposure equally weighted constituents of the cap weighted S&P 500 Index

Avg annual return (10 yrs)
9.91%
market cap
US$40.6B

iShares 20+ Year Treasury Bond ETF

Exposure to 20+ Year Treasury Bonds denominated in USD

Avg annual return (10 yrs)
18.34%
Yield (2023)
-10.72%

Nestle

AIA

Toyota

Our

Smart Beta

investment strategy

Portfolio aims to maximise risk adjusted return by taking country, sector, credit and interest rate risk. Optimised by incorporating smart beta factors that enhances long term returns, reduces volatility, and improves diversification.

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