Mary SDZ
• AffluentConservativeCMedium ESGMedium
RM: Adrian Lim
Total AUM
$1,800,000.00
$23,400.00 (-1.3%) today
Year-to-Date Return
-1.3%
Est. 1-Month
+0.2%
Cash Position
10.0%
Risk Level
0.2%
Performance Metrics
1-Month Return (Est.)+0.2%
Historical Volatility0.22%
Portfolio Composition
Cash & Equivalents10.0%
Top 3 Holdings100.0%
Performance & Insights
Client Goal Tracking
Saving for Sentosa Condo
Underfunded
Saving for Retirement
Saving for Daughter's Wedding
Smart Sales SuggestionsGenerated by AI
Limited alternatives — introduce REITs/infra for income
Loss harvesting — rotate to substitutes (policy‑aware)
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 |
|---|---|---|---|---|
| HSBC Sustainable Bond Fund | SGD 108.25 | 0.17% | $2,142.00 | 70.00% |
| HSBC Global Multi-Asset Income Fund | SGD 112.89 | 0.30% | $1,080.00 | 20.00% |
| HSBC SGD Money Market Fund | SGD 100.12 | 0.00% | $1.80 | 10.00% |
What-If Scenario Analysis
Simulate portfolio performance under different market conditions
Best Case
+18.5%
Bull market scenario
+$333,000.00
Most Likely
+8.2%
Base case scenario
+$147,600.00
Worst Case
-12.8%
Bear market scenario
-$230,400.00
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
Conservative investor with heavy bond exposure affecting performance in current rate environment.