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Ideal for clients with an aggressive risk profile and wants to have some exposure to equities. This portfolio aims to provide income and capital appreciation through regular and/or special cash dividends and price appreciation of stocks. The portfolio may also invest in short-term fixed income securities for liquidity management.
All Philippine residents, including resident aliens and Filipino citizens residing therein, and domestic corporations.
Fixed Income: Given a more constructive view on the rates market, strategy includes overweighting duration and actively looking to accumulate positions in the 7-15 year segment, where yields remain elevated relative to policy expectations.
Equities: In light of limited near-term catalysts and continued weak participation from offshore investors, exposure remains focused on fundamentally sound names with earnings resilience and dividend support.
| Fixed Income | Equity | |
|---|---|---|
| Strategic Asset Allocation | 70% | 30% |
| Tactical Asset Allocation | 75% | 32% |
Strategic Asset Allocation is constructed on the basis of long term asset class views with targets to maintain a set combination of asset classes
Tactical Asset Allocation refers to an active call that shifts asset allocations in a portfolio to take advantage of market trends or economic conditions.
This portfolio’s TAA shifts some of its share to fixed income to allow you to take advantage of a short term rally in bonds. You can work back to neutral until the next short term catalyst favors either bonds or stocks.
Execute this portfolio from the comfort of your own home through Metrobank UITF Online
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