CITI MODEL PORTFOLIO - INVESTMENT PLANNING TOOLS
With the Citi Model Portfolios, you can now:
1. Invest with a long-term view based on historical risk and return trends.
2. Adjust your asset allocation with a tactical bias to take advantage of the current market environment.
3. Leverage on Citi's collective strategic portfolio insights and expertise.
4. Be regularly updated on Citi's latest views on various markets and asset classes.
Citi Model Portfolio is a reference tool designed to allow clients to better leverage on Citi's tactical portfolio insights and regional expertise in proper portfolio allocation. The portfolios are revised quarterly to align with Citi's house view on various asset classes and geographic exposures. This tool aims to help clients diversify portfolios from unnecessary concentration risks. It does not convey a promised return or risk level, and it does not eliminate investment risks.
| Tactical Asset Allocation | ||||||
|---|---|---|---|---|---|---|
| Asset Classes | Conservative "2" | Moderate "3" | Aggressive "4" | Very Aggressive "5" | Specialized "6" | |
| Fixed-Income | 65.1% | 36.0% | 15.9% | 0.0% | 0.0% | |
| Developed IG Bonds | 58.5% | 32.4% | 15.8% | 0.0% | 0.0% | |
| Developed High-Yield | 1.0% | 0.5% | 0.0% | 0.0% | 0.0% | |
| Emerging-Market Bonds | 5.6% | 3.1% | 0.1% | 0.0% | 0.0% | |
| Equity | 32.4% | 63.0% | 82.6% | 100.0% | 100.0% | |
| US | 22.7% | 43.4% | 57.2% | 68.4% | 68.4% | |
| Europe | 3.3% | 6.8% | 8.8% | 10.7% | 10.7% | |
| Japan | 1.6% | 3.0% | 3.9% | 4.8% | 4.8% | |
| Developed Asia ex Japan | 0.2% | 0.9% | 1.1% | 1.1% | 1.1% | |
| Emerging Market | 4.6% | 8.8% | 11.5% | 14.9% | 14.9% | |
| Cash | 2.5% | 1.0% | 1.5% | 0.0% | 0.0% | |
| Total | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
Citi Model Portfolio to 2nd Quarter 2024
Disclaimer
Investment products are not bank deposits or obligations or guaranteed by Citibank N.A., Citigroup Inc. or any of its affiliates or subsidiaries unless specifically stated. Investment products are not insured by government or governmental agencies. Investment and Treasury products are subject to Investment risk, including possible loss of principal amount invested. Past performance is not indicative of future results: prices can go up or down. Investors investing in investments and/or treasury products denominated in foreign (non-local) currency should be aware of the risk of exchange rate fluctuations that may cause loss of principal when foreign currency is converted to the investors home currency. Investment and Treasury products are not available to U.S. persons. All investments and treasury products and all applications thereof are subject to Citibank’s General Terms and Conditions, as amended from time to time and available at www. Citibank.ae and the Terms and Conditions of the individual investment and Treasury products. Customer understands that it is his/her responsibility to seek legal and/or tax advice regarding the legal and tax consequences of his/her investment transactions. If customer changes residence, citizenship, nationality, or place of work, it is his/her responsibility to understand how his/her investment transactions are affected by such change and comply with all applicable laws and regulations as and when such becomes applicable. Customer understands that Citibank does not provide legal and/or tax advice and are not responsible for advising him/her on the laws pertaining to his/her transaction. Citibank UAE does not provide continuous monitoring of existing customer holdings.
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