CHOOSING THE RIGHT ETF PORTFOLIO

An Exchange-trade fund (“ETF”) is an investment fund that is traded on a stock exchange. ETF’s are usually designed to track a specified index and they hold assets such as stocks, bonds or commodities that match the index. By buying a unit in the ETF, an investor can get exposure to all of the assets held by the ETF.

ETFs offer a low-cost, highly efficient way for individual investors to build portfolios with more flexibility, transparency and lower costs than traditional mutual funds.

Growth Portfolio Income Portfolio Inflation Portfolio

GROWTH PORTFOLIO

Investor's Need
Investors who want long term capital growth

Target User
Users who are accumulating assets. Currently earning regular income which exceeds their living expenses. Does not have immediate need for large amounts of cash and wants to save for a future propery purchase or for retirement.

Goal
To achieve high return in the long term at similar level to growth of global equity market.

Reference Index
MSCI ACWI Index

BackETFs Within This Portfolio

INCOME PORTFOLIO

Investor's Need
Investors who want low risk and regular income

Target User
Users who are retired. Currently not earning regular income so living expenses exceed income. Funding living expenses from pension or savings and hence wants as much income as possible from portfolio. Also, does not want to take risk of large fall in value of portfolio.

Goal
Users who are retired. Currently not earning regular income so living expenses exceed income. Funding living expenses from pension or savings and hence wants as much income as possible from portfolio. Also, does not want to take risk of large fall in value of portfolio.

Reference Index
Barclays Global Aggregate Index

BackETFs Within This Portfolio

INFLATION PORTFOLIO

Investor's Need
Investors who want to protect the real value of their assets.

Target User
Users with high net worth. Users are not concerned about being able to fund living expenses but want to avoid having the value of their assets eroded by inflation.

Goal
To protect the real value of the assets in the portfolio.

Reference Index
Import price index

BackETFs Within This Portfolio

GROWTH PORTFOLIO

  Code Description Provider Expense Ratio
1EWUISHARES MSCI UNITED KINGDOMBlackRock0.47%
2IWSISHARES RUSSELL MID-CAP VALUEBlackRock0.25%
3EWJISHARES MSCI JAPANBlackRock0.47%
4VTVVANGUARD VALUEVanguard0.04%
5EWCISHARES MSCI CANADABlackRock0.47%
6EWHISHARES MSCI HONG KONGBlackRock0.48%
7EWSISHARES MSCI SINGAPOREBlackRock0.47%
8FMISHARES MSCI FRONTIER 100BlackRock0.81%
9EPIWISDOMTREE INDIA EARNINGSWisdomTree0.84%
10EWAISHARES MSCI AUSTRALIABlackRock0.47%

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INCOME PORTFOLIO

  Code Description Provider Expense Ratio
1IGSBISHARES SHORT-TERM CORPORATEBlackRock0.06%
2MBBISHARES MBSBlackRock0.09%
3IEIISHARES 3-7 YEAR TREASURY BONDSBlackRock0.15%
4SJNKSPDR BARCLAYS SHORT-TERM HIGH YIELDState Street Global Advisors0.40%
5LQDISHARES IBOXX INVESTMENT GRADEBlackRock0.15%
6EMLCMARKET VECTORS EMERGING MARKETSVanEck0.30%
7FLOTISHARES FLOATING RATE BONDSBlackRock0.20%
8SRLNSPDR BLACKSTONE/GSO SENIOR LOANState Street Global Advisors0.70%
9BKLNINVESTCO SENIOR LOANInvesco0.65%
10HYGISHARES IBOXX HIGH YIELD CORPSBlackRock0.49%
11PFFISHARES US PREFERRED STOCKBlackRock0.46%

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INFLATION PORTFOLIO

  Code Description Provider Expense Ratio
1IYRISHARES US REAL ESTATE ETFBlackRock0.43%
2TIPISHARES TIPS BOND ETFBlackRock0.19%
3DBOINVESCO DB OIL FUNDInvesco0.78%
4DBBINVESCO DB BASE METALS FInvesco0.80%
5IAUISHARES GOLD TRUSTBlackRock0.25%
6IGFISHARES GLOBAL INFRASTRUCTURBlackRock0.47%
7DBAINVESCO DB AGRICULTURE FInvesco0.89%
8RWXSPDR DJ INTERNATIONAL REAL EState Street Global Advisors0.59%
9REMISHARES MORTGAGE REAL ESTATEBlackRock0.48%

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