You've set ambitious goals. Now what?

Welcome to Amundi Singapore

To provide you with the most relevant information, we have developed an interface to present the full range of products available for your investor profile and country of residence.

1
Profile
2
Cookies

Your profile: Individual investor

Visit this website if you are living in Singapore or accessing the website from Singapore, and are not an “accredited investor” or “institutional investor” (both as defined in the Securities and Futures Act 2001 of Singapore, as amended).

You are accessing the web site as a Retail Investor and you acknowledge that you have read and agree to the below terms and conditions

You are about to enter the website of Amundi Singapore Limited (“Amundi Singapore”), a fund management company licensed by the Monetary Authority of Singapore. It is important that you read this page before continuing.

You will access the part of the website exclusively intended for persons who are living in Singapore or accessing the website from Singapore. If you are a resident of a country with a dedicated Amundi website, you are requested to leave this page and sign on the respective Amundi country website.

US Persons:
The information contained in this website is not intended for nationals or citizens of the United States of America or “US Persons” as defined by “Regulation S” of the Securities and Exchange Commission under the US Securities Act of 1933, which notably applies to any natural person residing in the United States of America and any partnership or corporation organized or registered under US regulations.

The investment products described on this website are not registered under the U.S. federal securities laws or any other relevant U.S. state laws. Consequently, no investment product may be offered or sold directly or indirectly in the United States of America (including in U.S. territories and possessions), to or for the benefit of residents and citizens of the United States of America and to “U.S. Persons”.
This restriction also applies to residents and citizens of the United States of America and “U.S. Persons” who may view or access this web site while travelling or during a stay outside of the United States of America.

If you are a “US Person”, you are not authorized to access this website and you are invited to log onto https://www.amundi.com/usinvestors.

This website is solely intended to provide information about Amundi Singapore, its affiliates and their products authorized for their marketing in Singapore. None of the information contained in this website constitutes an advertisement, a recommendation, an advice, an offer, an invitation or a solicitation by Amundi Singapore and/or its affiliated companies to buy or sell financial instruments or any investment product or services, enter into any such transactions described herein or to provide investment advice.

Amundi Singapore does not guarantee that all risks associated to any investment products or transactions mentioned herein have been identified, nor does it make any representation as to the merits, suitability, expected success, or profitability of any such transaction mentioned herein. Investments are subject to investment risks, including the possible loss of the principal amount invested. Such activities may not be suitable for everyone. Value and the income of investments may fall or rise. Any forecast, projection or target is indicative only and is not guaranteed in any way. Such information is solely indicative and may be subject to modification from time to time.

You should read the corresponding offering documents of the relevant investment product before deciding to invest. You must make your own assessment of any such transaction and the risks and benefits associated with it and of all the matters referred to above. You should enter into transactions only after having considered, with the assistance of your external advisors, the specific risks of any such transaction. You are responsible for your own investment decisions.

Amundi Singapore informs you that the information on products contained in this website is given purely by way of indication and provides a general presentation of our products and services without taking into account the specific investment objectives, financial situation or particular needs of any particular investor. To the best of the knowledge, information and belief of Amundi Singapore, all information contained herein is accurate as at the date of publication and is provided on an "AS IS" basis and without any warranties of any kind, either expressed or implied. However, Amundi Singapore or its affiliates or any director or employee of Amundi Singapore or its affiliates cannot and does not warrant, guarantee or represent, either expressly or by implication, the accuracy, validity or completeness of such information. Amundi Singapore and its affiliates do not accept any liability whatsoever whether direct, consequential, incidental, special or indirect that may arise from the use of information contained in this website. This information is not exhaustive, may evolve over time and may be updated by Amundi Singapore, without notice and at any time.

Under no circumstances may the information contained herein, or any part thereof, be copied, reproduced, modified, translated or redistributed without the expressed permission of Amundi Singapore, to any third person or entity in any country or jurisdiction which would subject Amundi Singapore or any of its investment products, to any registration requirements within these jurisdictions or where it might be considered as unlawful. Amundi Singapore or its affiliates, any directors or employees of Amundi Singapore or its affiliates shall not be liable for any damage arising from any person's reliance on such information and shall not be liable for any errors or omissions (including but not limited to errors or omissions made by third parties) in such information.

Your access to this website is subject to compliance with applicable Singapore legislation in force and to the Legal Notices section of this website.

By choosing to access our website, you acknowledge having read these terms and conditions and agree with them. In your interest, we recommend that you read them carefully.

Amundi Singapore Limited
Company Registration No.: 198900774E

Summary

Are your investments on track?

You care about your financial future. You've set meaningful goals. But are you on track to achieve them?

If you're struggling to answer these questions, you need a simple tracking system that you'll actually use to stay on top of it.

Ready to tackle this? Here's how to do it:

Break it down

If you've read our step-by-step guide, you know that a goal should have specific amounts and timelines.

However, for long-term investing, it can be tricky to know if you're on track. That's why it's smart to set intermediate goals:

Break down your big target into smaller milestones
Set checkpoints every few years
Adjust these sub-goals as you progress

For example¹, if you're aiming for €500,000 in 30 years, set a goal to reach €100,000 in 10 years. This gives you clear, shorter-term targets to work towards.

Choose what to measure

Choose indicators that quickly show if you're on track or need to adjust. Think of them as your investment dashboard.

man driving with his wife on passenger seat. She is indicating the road to take.

For long-term goals: Focus on overall portfolio growth and how it compares to your target.
For shorter-term objectives: Track your current value, contribution consistency, and how market changes affect your timeline.
For income goals: Monitor the dividends or interest regularly generated by your investments.

The right metrics act like a financial GPS. They show you when to stay the course and when to adjust your route.

Set a schedule

Set up a review schedule that works for you. Regular check-ins with your financial advisor help ensure:

Your contributions are on target.
Your portfolio balance matches your risk profile.
You know your investment tax liabilities.

Short-term market fluctuations are an expected and natural occurrence that generally evens out over time. Frequent portfolio checks can create unnecessary worry and trigger impulsive actions.

Stay informed but keep your eyes on the big picture.

Stay on track to reach your goals

Checking in regularly helps you see if your money's working as hard as you are. It's not about obsessing over every cent, but making sure you're heading in the right direction. After all, your future self will appreciate your efforts for staying on track.

Unsure about your financial direction? Get step-by-step goal clarity here:

Invest with purpose, not with doubt

Find out how to make more confident investment decisions.

Discover more

Understand what affects your investments

Navigate how to decode market forces.

Discover more

¹For illustrative purposes only

Unless otherwise stated, all information contained in this webpage is from Amundi Asset Management S.A.S. and is as of 20 January 2025. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Neither Amundi Singapore Limited nor Amundi Asset Management S.A.S. accepts any liability whatsoever, whether direct or indirect, that may arise from the use of information contained in this webpage. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.

Date of first use: 20 January 2025

Doc ID: 4020758

Marketing Communication

Amundi Singapore Limited Company Registration No.: 198900774E This advertisement or publication has not been reviewed by the Monetary Authority of Singapore