Sarah Lee
• HNWConservativeCHigh ESGHigh
RM: Adrian Lim
Total AUM
$4,200,000.00
+$201,600.00 (+4.8%) today
Year-to-Date Return
+4.8%
Est. 1-Month
+0.4%
Cash Position
10.0%
Risk Level
0.7%
Performance Metrics
1-Month Return (Est.)+0.4%
Historical Volatility0.66%
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
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 |
|---|---|---|---|---|
| Singapore Government Securities (SGS) Bonds | - | - | - | 60.00% |
| STI ETF | SGD 3.82 | 0.53% | $6,678.00 | 30.00% |
| SGD Cash | - | - | - | 10.00% |
What-If Scenario Analysis
Simulate portfolio performance under different market conditions
Best Case
+18.5%
Bull market scenario
+$777,000.00
Most Likely
+8.2%
Base case scenario
+$344,400.00
Worst Case
-12.8%
Bear market scenario
-$537,600.00
Recent Transactions
Last 30-60 days
| Date | Action | Instrument | Qty | Price | Amount | Notes |
|---|
Compliance & Documents
- KYCValid • Updated 6/1/2025
- SoWValid • Updated 4/15/2025
- IncomeValid • Updated 7/1/2025
Last Meeting Notes
Conservative allocation with room for growth investments. Portfolio rebalancing opportunity identified.