Page 2 - 2Q2021 RETAIL WEALTH ADVISORY Playbook
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Contents
Asset Class Performance ................................................................................................................................................... 2
1Q2021 Top and Bottom Performing Funds ..................................................................................................................... 3
Asset Class View ................................................................................................................................................................ 4
Equity ............................................................................................................................................................................ 5
Fixed Income ................................................................................................................................................................. 7
Alternatives ................................................................................................................................................................... 8
Portfolio Building Blocks ................................................................................................................................................... 9
Core Portfolio .............................................................................................................................................................. 10
Alternatives/Tactical Portfolio .................................................................................................................................... 11
Recommended Portfolios ............................................................................................................................................... 12
Growth Portfolio – Risk 3 ............................................................................................................................................ 12
Growth Portfolio – Risk 4 ............................................................................................................................................ 13
Growth Portfolio – Risk 5 ............................................................................................................................................ 14
Income Portfolio – Risk 3 ............................................................................................................................................ 15
Income Portfolio – Risk 4 ............................................................................................................................................ 16
Income Portfolio – Risk 5 ............................................................................................................................................ 17
Currency Outlook ............................................................................................................................................................ 18
Recommended Action ................................................................................................................................................. 18
Bancassurance ................................................................................................................................................................ 19
Key benefits................................................................................................................................................................. 19
Appendices ...................................................................................................................................................................... 20
Glossary ....................................................................................................................................................................... 20
Funds Deliberation ...................................................................................................................................................... 21
Disclaimer ........................................................................................................................................................................ 31
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