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Anonymous

13 Jun 2021

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How different is the new Maybank's Fullerton Total Return Multi-Asset Income from the MoneyOwl's Wiseincome one?

These 2 products seem pretty similar. Anyone can weigh the pros and cons for each. Also, the array of retirement products seems to be getting more and more. For a lazy investor, looking for a low cost, fuss-free investment, what retirement products would be recommended? Thank you.

OCBC RoboInvest

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Tan Choong Hwee

10 Jun 2021

Solutions Specialist at Providend

They are similarly structured, but different in their portfolio allocation and distribution.

Fullerton Total Return:

Portfolio allocation:

global equity 60%, Asian bond and cash 40%.

Distribution:

accumulate, 4.5% payout, 6.88% payout.

MoneyOwl WiseIncome:

Portfolio allocation:

global equity 30%, S-REIT 30%, Asian bond 28%, gov securities 10%, cash 2%.

Distribution:

accumulate, 4.5% payout, 8% payout.

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