EAGLE EYE
MODEL
PORTFOLIO

WHAT IS EAGLE EYE?

 
Eagle Eye is an IPP Financial Advisers Pte Ltd in-house proprietary Model Portfolios, reflecting the investment views and strategy of IPPFA’s Investment Team.

Eagle Eye conducts portfolio rebalancing, involving the buying, selling or switching of funds in the portfolio at specific time frames, so that the funds remain allocated according to the risk allocations. Eagle Eye not only schedules quarterly rebalancing, but may also conduct ad-hoc rebalancing to react to dynamic market conditions.

OUR INVESTMENT STRATEGY

 

IPPFA’s Investment Team employs a systematic approach in developing its investment strategy and utilises proprietary FTQ methodology to determine asset allocation.

 

FUNDAMENTAL

We assess the economic conditions and market sentiments and perform a fundamental valuation of all major markets.

TECHNICAL

We use our proprietary technical indicators and other relevant technical analysis tools to identify price patterns and market trends.

QUANTITATIVE

We anticipate stock market movements through our proprietary Statistical Research Model.

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invest based on your risk profile

Eagle Eye’s
Track Record

Eagle Eye has four risk profiles, namely Conservative, Moderate, Aggressive and Very Aggressive to cater to the different investment objectives, risk profiles and needs of clients. Eagle Eye’s performance since its inception in January 2015 has been remarkable. Its various risk portfolios have outperformed their corresponding benchmarks – a feat that is extremely difficult to accomplish.

CONSERVATIVE

The Conservative portfolio goal is to protect the principal value of the portfolio, with a target compounded return of 5% per annum.

Performance of Model Portfolio (2015-2021)

The flagship Eagle Eye Dynamic Conservative (Cash) portfolio has returned 31.7% since inception, compared to 34.6% for its corresponding benchmark.

MODERATE

The Moderate portfolio goal is to preserve most of the portfolio’s total value, but it is willing to take on some risk for inflation protection, with a target compounded return of 6% per annum.

Performance of Model Portfolio (2015-2021)

The flagship Eagle Eye Dynamic Moderate (Cash) portfolio has returned 51.5% since inception, compared to 52% for its corresponding benchmark.

AGGRESSIVE

The Aggressive portfolio goal is to achieve the long-term growth of capital, with a target compounded return of 7% per annum.

PERFORMANCE OF MODEL PORTFOLIO (2015-2021)

The flagship Eagle Eye Dynamic Aggressive (Cash) portfolio has returned 74.1% since inception, compared to 70.5% for its corresponding benchmark.

VERY AGGRESSIVE

The Very Aggressive portfolio goal is strong capital growth over a long time horizon, with a target compounded return of 9% per annum.

PERFORMANCE OF MODEL PORTFOLIO (2015-2021)

The flagship Eagle Eye Dynamic Very Aggressive (Cash) portfolio has returned 102.9% since inception, compared to 90% for its corresponding benchmark.

Investment products are subject to investment risks including the possible loss of the principal amount invested. The performance of an investment product is not guaranteed and the value of the investment product may fall or rise. Past performance of investment products is not necessarily indicative of their future performance. You may wish to seek advice from a financial adviser before making a commitment to purchase the product. In the event that you choose not to seek advice from a financial adviser, you should consider whether the product in question is suitable for you.

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