Page 11 - 2Q2021 RETAIL WEALTH ADVISORY Playbook

Core Portfolio

To provide an anchor to portfolio stability and consistent income
Asset Class Geography Fund Name RR
Fixed Income Malaysia Maybank Malaysia Sukuk Fund (S) 2
Fixed Income Malaysia Maybank Malaysia Income Management-I Fund (S) 2
Fixed Income Malaysia Areca incomeTrust Fund 2

To enhance portfolio yields with increased volatility
Asset Class Geography Fund Name RR
Fixed Income Global MAMG Global Income-I Fund (S) 2
Fixed Income Global Maybank Bluewaterz Total Return Fund (W) 2
Fixed Income Global Nomura Global Dynamic Bond (W) 3
Fixed Income Asia Affin Hwang Select Bond Fund 2

To ride on global companies with above-average growth profile

Asset Class Geography Fund Name RR
Equity Global Maybank Global Sustainable Equity-I Fund 3
Equity Global United Global Quality Equity Fund 4
Equity Global TA Global Absolute Growth Fund (W) 4
Equity Global Affin Hwang World Series – Long Term Global Growth Fund (W) 4

To invest in resilient multinational companies with strong free cash flow
Asset Class Geography Fund Name RR
Equity Global United Global Durable Equity Fund 4
Equity Global Affin Hwang World Series – Global Brands Fund (W) 4

To gain exposure to the fastest-growing region in the world
Asset Class Geography Fund Name RR
Equity Asia Affin Hwang Select Asia (ex Japan) Opportunity Fund 4
Equity Asia Affin Hwang Select Asia Pacific (ex Japan) Dividend Fund 4
Equity Asia TA Asia Absolute Alpha Fund 4

To enjoy the best of both worlds
Asset Class Geography Fund Name RR
Mixed Assets Global Maybank Global Mixed Asset-I Fund (S) 3
Mixed Assets Asia RHB Asian Income Fund 3

To improve certainty in cash flow through retail bonds
Asset Class Retail Bond Segment RR
Fixed Income Government Bonds (AAA), IG Corporate Bonds (AAA) 1
Fixed Income Government Bonds (AA, A), IG Corporate Bonds (AA) 2
Fixed Income Government Bonds (BBB), IG Corporate Bonds (A) 3
Fixed Income IG Corporate Bonds (BBB), Perpetual Bonds (BBB) 4

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