Core and Tactical asset allocations
Based on your Client Risk Profile (CRP), we apply Core and Tactical asset allocation strategies and help you build your wealth portfolio according to how much risk you are comfortable taking.
Core allocations tend to be of lower risk and are designed to help you progress towards your long-term goals. By nature, they are held through market cycles and can provide regular income. They tend to be diversified across asset classes, sectors and regions.
Tactical allocations focus on capturing targeted short-term opportunities. These aim for capital growth but can also incorporate income strategies.
Things you should know
Important notice and disclaimers
The information stated herein shall not be regarded as an offer, recommendation, solicitation or advice to buy or sell any investment product and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose. Any description of investment products is qualified in its entirety by the terms and conditions of the investment product and if applicable, the prospectus or constituting document of the investment product. Nothing in this document constitutes accounting, legal, regulatory, tax, financial or other advice. If in doubt, you should consult your own professional advisers about issues discussed herein. The information contained herein, including any data, projections and underlying assumptions, are based on certain assumptions, management forecasts and analysis of known information and reflects prevailing conditions as of the date of the article, all of which are subject to change at any time without notice. Although every reasonable care has been taken to ensure the accuracy and objectivity of the information contained herein, United Overseas Bank Limited (“UOB”) and its employees make no representation or warranty of any kind, express, implied or statutory, and shall not be responsible or liable for its completeness or accuracy. As such, UOB and its employees accept no liability for any error, inaccuracy, omission or any consequence or any loss/damage howsoever suffered by any person, arising from any reliance by any person on the views expressed or information herein.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
United Overseas Bank Limited Co. Reg. No. 193500026Z
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