Page 13 - 2Q2021 RETAIL WEALTH ADVISORY Playbook

Recommended Portfolios

Growth Portfolio – Risk 3

15%

24.0%

10% 40%
49.5%

26.5%
35%

Equity Fixed Income Alternatives/Tactical Cash Global Asia Malaysia

Fund Recommendations
Asset Class Geography Fund Name RR Allocation
Equity Global Maybank Global Sustainable Equity-I Fund 3 24.0%
Mixed Assets Asia RHB Asian Income Fund 3 16.0%
Fixed Income Malaysia Maybank Malaysia Sukuk Fund 2 24.5%
Fixed Income Asia Affin Hwang Select Bond Fund 2 10.5%
Mixed Assets Malaysia ASN Imbang 2 3 10.0%
Cash Malaysia Maybank Money Market-i Fund 1 15.0%

Retail Bond Recommendations
 Government Bonds (AAA, AA, A, BBB)  IG Corporate Bonds (AAA, AA, A)

Structured Product Recommendations
 MRI – Principal Protected  Credit Linked Investment (AA)

Cash Solutions
 Social Impact Deposit  Fixed Deposit

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