Asset Mix of Investable Funds

Having seen the asset mix of four insurance companies’ Participating Funds, I looked at mine to see what mine is like.

Asset Mix Percentages
Equities 25.2
Fixed Income/Bonds 28.4
Forex related investments 7.8
Insurance related investments 9.6
Cash & Equivalent 29.0

Where there are exposures to foreign currency risks, I placed these investments in a separate category – Forex related investments.

Equity investment is 25.2%. Fixed income/bonds takes up 28.4%, slightly more than equities. I limited my exposure to foreign currency investments at just 7.8%. Insurance related investments are 9.6% of total. These are endowment plans.

In this very uncertain economic climate, I did not put more money into investments. The cash, fixed deposits and structured deposits (with 2 local banks) portion is 29.0%.

In this way, my exposure to investment risks is spread out in a portfolio manner.

Copyright © 2016, limkimtong for Living Investment

The material presented is intended to be general and written in layman’s language as much as it is possible. The author shall not be liable for any direct or consequential loss arising from any use of material written. Please seek professional advice from your financial advisor or financial institutions on material written covering financial matters.

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