Page 15 - 2Q2021 RETAIL WEALTH ADVISORY Playbook

Growth Portfolio – Risk 5

20% 20.0%

5% 5.0% 45.0%

75% 30.0%

Equity Fixed Income Alternatives/Tactical Global Asia Malaysia China

Fund Recommendations
Asset Class Geography Fund Name RR Allocation
Equity Global United Global Quality Equity Fund 4 45.0%
Equity Asia TA Asia Absolute Alpha Fund 4 30.0%
Fixed Income Malaysia Maybank Malaysia Sukuk Fund 2 5.0%
Equities China RHB Big Cap China Enterprise Fund 4 20.0%

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

 Perpetual Bonds (BBB)  Non-IG Corporate Bonds (High Yield)

Structured Product Recommendations

 MRI – Principal Protected  Credit Linked Investment (AA, A, BBB)
 MRI – Partial Principal Protected  Autocallable Equity Linked Investment

 Participation – Bonus Enhanced  Participation – Bonus Certification

Cash Solutions
 Social Impact Deposit  Fixed Deposit

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