Portfolio Pulse: Future Transition Multi-Asset Fund
Eyes on the future with an innovative asset allocation strategy
Oct 2021 (2-minute read)
You have set your investment goals – 5 FAQs on long-term investing: starting out and you are taking cues from elite athlete training when investing for the long term; we believe you are almost halfway on your journey towards long-term investing1.
Adopting a long-term investing strategy could be likened to traveling on a long-distance journey. Having a mix of transportation modes, including flight, train and road could be an optimal way to reach your destination. Similarly, a well-diversified portfolio can help you manage risk as you seek consistent return opportunities.
1. The roles of different asset classes in a portfolio
Instead of directly investing in a particular stock or bond, investors could consider accessing a diversified range of investment opportunities across asset classes, markets, regions and sectors to help navigate different market conditions.
Asset classes in a portfolio1
Equities | Fixed income | Multi-asset |
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As illustrated in the chart2, over the past 16 years, a well-diversified portfolio of stocks and bonds returned an average of 4.4% per year with lower annualised volatility than a pure equity portfolio. Read more: 5 FAQs on long-term investing: staying invested
Based on your investment objectives and risk appetite, how can you start diversifying your investment portfolio?
2. Investing flexibly through a monthly fund investing platform
Generally, different fund choices are available on a monthly fund investing platform such as J.P. Morgan DIRECT Investment Platform3. Our monthly fund investment plan requires a minimum subscription of HK$1,000 per month and investors will be also able to enjoy the online trading services and keep track of their investments.
J.P. MORGAN MONTHLY FUND INVESTMENT
Minimum monthly investment is as low as HK$1,000 – making it easy for you to start a habit of investing!
We offer a wide range of fund choices. All investors, no matter aggressive or conservative, we have solutions for you.
With our professional expertise, investing is made easy even for first-time investors.
Pick any day and amount of your choice for your monthly investment. Enjoy total flexibility as instructions can be changed anytime!
Investors normally strive to achieve their long-term financial goals based on their investment objectives and risk appetite. In addition to investing across asset classes which have low correlations, having a mix of currencies and locations can also help manage concentration risk. Even within the same asset class, there are generally opportunities to diversify beyond the traditional into the extended sectors.
On J.P. Morgan DIRECT Investment Platform, the Portfolio Risk Rating is shown in the 'My Portfolio'3. The rating, from lowest risk level to highest risk level, includes conservative, stable, balanced, growth and aggressive.
Similarly, each fund also has its own risk-rating range from 1 (being the lowest) to 5 (being the highest) which will contribute to your portfolio risk rating. You can regularly review your portfolio risk and rebalance the portfolio as needed.
Start planning today for an easy way to capture long term potential return! Make investing a habit!
Conclusion
In a long-term investment journey, investors can consider monthly fund investing on the J.P. Morgan DIRECT Investment Platform3 to tap into a broad range of funds at relatively lower costs, depending on their investment objectives and risk appetite.
Eyes on the future with an innovative asset allocation strategy
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Feel free to call our InvestorLine or email us if you would like further information about our Funds or J.P. Morgan DIRECT Investment Platform services: