Ethos Wealth Planners

Part of Promiseland Independent Pte Ltd

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Model Portfolio update 30 May 2014

The Model Portfolio consists of actual investable funds being tracked internally. While some clients are invested in the same manner as the Model Portfolio, most clients’ investments vary according to their risk profile, time horizon, regulatory restrictions (CPF vs cash) and any other unique circumstances. The following chart shows the performance of the model portfolio since inception on 1 May 2006:

 

Global Equity Ranking 13 June 2014

Total Return Bid-Bid (ending 13 Jun 2014) performance table, of MSCI WORLD Index and Sgp Rt Equity International Sector.

 

Global Bond Ranking 13 June 2014

Total Return Bid-Bid (ending 13 Jun 2014) performance table, of Templeton Global Bond A MDis SGD Fund and Sgp Rt Fixed Int Global Sector.

 

Global Emerging Market Ranking 13 June 2014

Total Return Bid-Bid (ending 13 Jun 2014) performance table, of MSCI EM (EMERGING MARKETS) Index and Sgp Rt Equity Emerging Markets Sector.