OUR PASSIVE APPROACH
MARKET RETURNS YOU DESERVE
Well-established research from SPIVA Scorecard, published by Standard & Poor Dow Jones have found that active investment managers consistently underperforms in the short, medium and long-term. At AutoWealth, we take a passive market-returns portfolio investment approach. We place strong emphasis on portfolio allocation and diversification without market speculation so that you can earn returns greater than 80-100% of all active investment managers.
INVEST IN THOUSANDS OF ASSETS
All AutoWealth portfolios are diversified across more than 8,000 stocks and 600 government bonds. These assets span across 4 major geographical regions (US, Europe, APAC & Emerging Markets) as well as across all major industries. As such, AutoWealth portfolios are more defensive against market turmoils than a portfolio that is concentrated in only one asset class (e.g. stocks). Diversification is also done cost-efficiently through index-tracking ETFs.
The AutoWealth portfolio tracks the MSCI World Index and the Citigroup World Government Bond Index. Our strategy is transparent and easy-to-understand. We are not a "black box". Unlike investing through complex, discretionary investment strategies, you are always in control of your investments at AutoWealth.
TESTED AND PROVEN
AutoWealth inducted its first batch of users in May 2016. Between May 2016 and Sep 2018 (29 months), AutoWealth Balanced Portfolio (60% Stocks / 40% Govt. Bonds) outperformed all 14 global balanced unit trusts (mutual funds) available in Singapore.
|Global Balanced Unit Trusts||Returns Net of Fees and Currency Impact |
(May 2016 to Sep 2018)
|AutoWealth Balanced Portfolio |
(40% Bonds / 60% Stocks)
|AB Dynamic Diversified-AX SGD||13.6%||4.9%|
|Deutsche Premier Select Tst||13.1%||5.4%|
|Schroder Multi-Asset Revolution Cl A||12.6%||5.9%|
|FTIF-Templeton Global Fd A(acc) SGD||12.6%||5.9%|
|JPM Global Income Fund A (MTH) USD-H||11.4%||7.1%|
|First State Global Balanced Fund USD||9.0%||9.5%|
|Fidelity Growth & Income A||8.2%||10.3%|
|Eastspring Inv UT Global Balanced||7.5%||11.0%|
|First Eagle Amundi Income Builder Fund USD||7.0%||11.5%|
|First State Global Balanced Fund SGD||6.9%||11.6%|
|JPM Global Income Fund A (MTH) SGD-H||6.2%||12.3%|
|JPM Global Income Fund SGD CL A (Div)||4.0%||14.5%|
|LionGlobal Multi Income||2.1%||16.4%|
|First Eagle Amundi Income Builder Fund SGD||1.5%||17.0%||Source: www.fundsupermart.com.sg as of 30 Sep 2018|
|1 Past performance is not a guarantee of future results. You should not assume that the future performance of portfolio assets or investment products referred to on the Platform will necessarily correspond to past performance.|