Page 17 - 2Q2021 RETAIL WEALTH ADVISORY Playbook

Income Portfolio – Risk 4

5%
15.0%
15%

36.0%

19.0%
20% 60%

30.0%

Equity Fixed Income Alternatives/Tactical Cash Global Asia Malaysia Singapore

Fund Recommendations
Asset Class Geography Fund Name RR Allocation
Equity Global United Global Durable Equity Fund 4 36.0%
Equity Asia Affin Hwang Select Asia Pacific (ex Japan) Dividend Fund 4 24.0%
Fixed Income Malaysia Maybank Malaysia Sukuk Fund 2 14.0%
Fixed Income Asia Affin Hwang Select Bond Fund 2 6.0%
REITS Singapore Maybank Singapore REITs Fund 3 15.0%
Cash Malaysia Maybank Money Market-i Fund 1 10.0%

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

 Perpetual Bonds (BBB)

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

 MRI – Partial Principal Protected

Cash Solutions
 Social Impact Deposit  Fixed Deposit

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