We’re pleased to share that we’ve completed
major enhancements to our Core Portfolios (Equity100, Growth, Balanced, Defensive). This rebalance ensures the portfolios are aligned with current market conditions while optimising for long-term growth and performance.
Key Benefits of the Portfolio Upgrades
Enhanced return potential We’ve enhanced the equity component of the portfolios by placing greater emphasis on
value factor (companies priced with lower valuations) and
quality factor (companies with strong financial health). Additionally, we’ve introduced
small and mid-cap stocks to further diversify the portfolios. Meanwhile, our allocation to growth stocks has been reduced to help manage concentration risk. These changes are designed to
provide more balanced exposure and, over the long term, deliver stronger risk-adjusted returns. Optimised bond allocations Our adjustments in the bond allocations aim to
increase yield while preserving capital. We’re
introducing investment-grade and high-yield corporate bonds to enhance income potential while maintaining a focus on risk...