Alice Wong
• HNWModerateMMedium ESGMedium
RM: Adrian Lim
Total AUM
$3,800,000.00
+$273,600.00 (+7.2%) today
Year-to-Date Return
+7.2%
Est. 1-Month
+0.5%
Cash Position
10.0%
Risk Level
1.0%
Performance Metrics
1-Month Return (Est.)+0.5%
Historical Volatility0.99%
Portfolio Composition
Cash & Equivalents10.0%
Top 3 Holdings90.0%
Performance & Insights
Client Goal Tracking
Saving for Sentosa Condo
Underfunded
Saving for Retirement
Saving for Daughter's Wedding
Smart Sales SuggestionsGenerated by AI
On track — propose aligned thematic add‑on
Products to Push
HSBC Responsible Investment Equity Fund
HSBC_RI_EQUITY • USD • HSBC
ESG EnhancedAA
USD 125.43
0.99%
iShares MSCI KLD 400 Social ETF
DSI • USD • NYSE
ESG EnhancedAA
USD 89.67
0.50%
Vanguard ESG International Stock ETF
VSGX • USD • NYSE
ESG EnhancedA
USD 58.92
-0.39%
HSBC Global Technology Fund
HSBC_GLOBAL_TECH • USD • HSBC
USD 189.45
1.25%
HSBC Asian Growth Fund
HSBC_ASIAN_GROWTH • USD • HSBC
USD 145.67
1.31%
Allocation
Mix
Holdings
| Product | Price | % Today | Δ Today (SGD) | Weight |
|---|---|---|---|---|
| Tencent Holdings | - | - | - | 40.00% |
| Singapore Government Securities (SGS) Bonds | - | - | - | 30.00% |
| Ascendas REIT | - | - | - | 20.00% |
| SGD Cash | - | - | - | 10.00% |
What-If Scenario Analysis
Simulate portfolio performance under different market conditions
Best Case
+18.5%
Bull market scenario
+$703,000.00
Most Likely
+8.2%
Base case scenario
+$311,600.00
Worst Case
-12.8%
Bear market scenario
-$486,400.00
Recent Transactions
Last 30-60 days
| Date | Action | Instrument | Qty | Price | Amount | Notes |
|---|
Compliance & Documents
- KYCValid • Updated 5/1/2025
- SoWValid • Updated 3/15/2025
- IncomeValid • Updated 6/1/2025
Last Meeting Notes
Quarterly portfolio review scheduled for today. Strong performance across diversified holdings.