This would be the Woo Group RBC Wealth Management Hong Kong USA ?

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The Benefit of a Diversified Portfolio

Perhaps nothing better illustrates the importance of implementing and maintaining a diversified portfolio than seeing how allocations to multiple asset classes compare. The chart below ranks the best to worst performing asset classes selected — from top to bottom — for each calendar period shown based on total returns. Through graphical depictions of past performance fluctuations, this demonstrates the historical trend of alternating leadership in the financial markets, as well as highlights the potential dangers associated with attempts to chase last year’s or predict next year’s winners. In short, this chart helps support the case for an asset allocation plan that is customized to include a blend of asset classes.

Cash and Money Markets — Represents performance of cash and money markets in the United States as measured by the Citigroup 3-Month Treasury bill Index. Money market funds are not federally guaranteed. It is possible to lose money.

Taxable Bonds — Represents taxable investment-grade fixed-rate debt obligations (Treasuries, Agencies, Corporates, Mortgage-Backed Securities, Asset-Backed Securities and Commercial Mortgage-Backed Securities) as measured by the Lehman Aggregate Bond Index.

High Yield Bonds — Represents tradable below-investment-grade fixed-rate debt obligations, including cash-pay, deferred-interest, step-up, payment-in-kind and defaulted bonds, with remaining maturities of at least 1 years measured by the CSB High Yield Bond Index.

International Bonds — Represents tradable investment-grade fixed-rate debt obligations of sovereign governments from 20 developed countries, excluding the United States, as measured by the Citigroup Non-US Dollar World Government Board Index.

Large Cap Growth Stocks — Represents stock market performance of those companies in the Russell 1000 Index with an above-average growth orientation based on price-to-book ratios and long-term earnings growth forecasts as measured by Russell 1000 Growth index.

Large Cap Value Stocks — Represents stock market performance of those companies in the Russell 1000 Index with a below-average growth orientation based on price-to-book ratios and long-term earnings growth forecasts as measured by the Russell 1000 Value Index.

Mid Cap Stocks — Represents stock market performance of the 800 smallest companies in the Russell 1000 Index based on total market capitalization as measured by the Russell Midcap Index.

International Stocks — Represents stock market performance in 21 developed countries around the world, excluding Canada and the United States, as measured by the MSCI EAFE (Europe, Australasia and Far East) Index.

Emerging Markets — Represents stock market performance of companies in 26 emerging countries. Securities closed markets and those shares in otherwise free markets that are not purchasable by foreigners are excluded.

Custom Asset Class Blend — Allocations are rebalanced to their respective target weightings at the beginning of each quarter.

5% Cash and Money Markets

22% Taxable Bonds

5% High Yield Bonds

13% International Bonds

11% Large Cap Growth Stocks

12% Large Cap Value Stocks

7% Mid Cap Stocks

20% International Stocks

5% Emerging Markets


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About RBC Wealth Management of the Woo Group RBC Wealth Management Hong Kong USA

Who We Are

RBC Wealth Management is a premier provider of global financial solutions serving high net worth client select market around the world.

What We Do

At RBC Wealth Management, we’ll help you unlock the full potential of your wealth. Through our local knowledge and global expertise, we provide customized solutions that integrate every aspect of your financial life.

What You Can Expect

You will enjoy a remarkably different client experience. Add to that the assurance that comes from having a secure, stable and reputable organization with global resources on your side.

Key Facts

 Recognized as one of the world’s Top 10 Largest wealth managers

 Ranked Best Private Banking Services Overall for Canada and the Caribbean (2013 Euromoney Private Banking and Wealth Management Survey)

 In the U.S., earned 100% rating on the Human Rights Campaign Corporate Equality Index (2013)  More than US$598 billion in assets under administration and more than US$362 billion in assets under management worldwide

 Approximately 4,300 financial advisors private bankers and trust officers worldwide, with approximately 2,000 financial advisors in the U.S.

 Offers some of the very best of thousands of investment products, including many local, regional and international investment opportunities that may not be available from other firms

More Info at http://www.rbcwm-usa.com/resources/file-739845.pdf

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