Fund Portfolios
Too many fund options and unsure where to begin.
Limited investment experience, worried about making the wrong choice.
Fast-moving markets, with no time to actively manage.
Fund Portfolios: What works for others may not work for you.
Why Consider a Fund Portfolio?
Faced with a vast array of fund and investment choices, some investors may prefer a portfolio-based approach to plan and manage their investments more systematically. Many financial institutions offer portfolio advisory services that recommend asset allocations based on factors such as risk tolerance, financial circumstances, investment goals, and investment horizon—with the aim of supporting a more structured approach to wealth management.
GoWealth Digital Wealth Advisory
GoWealth Digital Wealth Advisory helps address these investment concerns by simplifying the process of fund portfolio planning and management. Based on your investment objectives and relevant personal circumstances, it offers diversified portfolio recommendations, combining multiple funds into a single portfolio to streamline decision-making and management while tracking your progress toward your goals^.
Your Investment Navigation System
GoWealth Digital Wealth Advisory^ runs a systematic assessment based on factors such as your investment objectives, investment horizon, one-time amount and monthly contribution amounts, target wealth goal, and risk appetite to provide fund portfolio recommendations that take these factors into account.
Get Started in 3 Simple Steps
Kickstart your investment journey in 3 easy steps
Tell Us About Yourself
Complete a quick assessment on your personal investment objectives and investment preference.
The screen displays and images on this website are for illustrative purpose only. Please refer to the information displayed in the WeLab Bank App on the transaction day.
Smart Advisory, Flexible Investing
GoWealth Digital Wealth Advisory is powered by an advanced engine and proprietary algorithm co-developed with Allianz Global Investors#. It generates forward-looking projections by analyzing the risk, return, and correlation across different asset classes and portfolio recommendations.
GoWealth Digital Wealth Advisory brings together leading global asset managers, combining their expertise in professional risk management and sustainable investing (ESG) to construct diverse portfolio recommendations, allowing you to manage your entire investment journey effortlessly in one place on the WeLab Bank App.
Remarks
^You may set up your investment goal via our Wealth Management Services on the WeLab Bank App, including the relevant investment horizon and one-time investment and monthly investment amounts. Our algorithm will recommend you a model portfolio based on your investment goal as well as your relevant personal circumstances. If you accept the recommendation, we will follow your instruction to process your one-time investment, and invest the monthly investment amount set by you in the model portfolio each month automatically. We will provide you various types of alerts/notifications, including but not limited to alerts/notifications about the status of your investment goal. However, such alerts/notifications are not investment advice. You may view the status of your investment goal and edit your investment goal on the WeLab Bank App according to your needs. The services are not discretionary asset management services. Any recommendation provided under the services is not a guarantee that you will achieve your investment goal.
#Allianz Global Investors is a leading active asset manager. For details about the WeLab-Allianz strategic partnership, please refer to the press release.
Disclaimer
The information provided is for reference only and does not constitute any investment advice. Investment involves risk. The price of an investment fund unit may go up as well as down and investment funds may become valueless. Past performance is not indicative of future performance. Before making any investment decisions, you should consider your own financial situation, investment objectives and experience, risk acceptance and capacity, and carefully read the relevant fund offering documents to understand the nature and risks of the relevant products.