Investment Office Monthly Fund Digest (December 2024)

Technology funds are appealing for their potential to capture rapid growth and innovation. The Janus Henderson Global Tech Leaders Fund is recently introduced on Endowus Fund Smart. Launched in 1996, the Fund invests in top-tier global technology companies, focusing on large and mega-cap leaders. 

Two new China equity funds that offer unique opportunities within this dynamic market are also introduced. The Fidelity China Focus Fund provides exposure to high-quality businesses in China through its robust bottom-up approach. The BlackRock BGF Systematic China A-Share Opportunities Fund leverages advanced technology to uncover alpha opportunities in the onshore market. The two Chinese equity funds are ideal for investors looking to diversify their portfolios and tap into the growth potential of the Chinese markets.

Technology equities

Janus Henderson Horizon Global Technology Leaders Fund

ISIN: LU1316542783 (SGD, Cash/SRS), LU0070992663 (USD, Cash)

The Fund invests in top-tier global technology companies with strong cash flow, earnings, and long-term growth potential, favouring established tech leaders in the large and mega-cap categories. Launched in 1996, it is one of the oldest technology funds available to retail investors in Singapore.

Managed by three experienced co-portfolio managers, supported by two dedicated research analysts and the Janus Henderson research platform, the Fund has delivered favourable long-term returns since inception. It effectively manages downside risk and volatility by focusing on large, established companies. Ideal for investors seeking a core allocation within the technology sector, this Fund can be paired with higher-risk technology funds for comprehensive tech exposure.

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China equities

Fidelity China Focus Fund

ISIN: LU1235261390 (SGD, CPF/Cash), LU0346390866 (USD, Cash)

The Fund offers exposure to 60-80 high-quality businesses with value and quality tilts, primarily investing in H-shares, A-shares, and ADRs within the China Equity market.

Managed by Nitin Bajaj since September 2022, with 20 years of investment experience, and supported by co-Portfolio Manager Alice Li and a team of 17 analysts, the fund’s value style tilt sets it apart from growth-focused peers, making it a complementary addition to a diversified China Equity portfolio.

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BlackRock BGF Systematic China A-Share Opportunities Fund

ISIN: LU1781817850 (SGD, Cash/SRS), LU1580142625 (USD, Cash)

The Fund leverages technology to systematically uncover alpha opportunities in the China A-share market, using both traditional financial data and alternative data sets. Targeting a beta of 1 and a tracking error of 3-5%, it aims for all-weather returns by investing in 150-400 onshore listed companies.

Managed by BlackRock Systematic Active (SAE)’s China team, led by Rui Zhao, the Fund benefits from SAE's three decades of innovation in quantitative investing and the expertise of over 90 professionals from diverse backgrounds, including tech firms, US civil space unit NASA, and academia. The fund offers diversified exposure to the A-share market with a systematic, style-agnostic approach, making it a suitable complement to other A-share managers with strong value or growth biases.

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Funds for accredited investors (AIs) only

We have also added two new funds this month for accredited investors only, including an alternative fund.

If you wish to invest in an accredited investor-only (AI-only) fund, please contact email us at privatewealth@endowus.com. 

Customise your portfolio in minutes with Endowus Fund Smart

Whether you’re looking to invest your cash, CPF, or SRS, there’s something for everyone at Endowus. Want to explore the funds available on our Fund Smart platform? Refer to our investment funds list here in a single glance. 

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*Annualised returns are calculated based on the returns of the target share class, and the oldest share class of the fund where the target share class is younger than three years. Three-year returns are based on the period from December 2021 to November 2024 unless otherwise stated. Returns are translated into SGD (except for non-SGD funds) and are net of fund-level fees. 

Where a fund or portfolio has both SGD and USD share classes, the fees of the SGD share class are shown. Total portfolio and fund-level fees include fund total fund-level fees.

Endowus does not charge a preliminary sales charge or any other additional fees, other than the all-in Endowus Fee.