Stay ahead of inflation (Fund Digest April 2022)
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Stay ahead of inflation (Fund Digest April 2022)

Updated
13
Sep 2022
published
6
May 2022
Fund Digest April 2022

We are always working to bring best-in-class funds from the leading global and local fund managers onto the Fund Smart platform. Here are three new funds added in April: two from Goldman Sachs Asset Management and one from PIMCO.

Inflation-hedged Fund

PIMCO GIS Inflation Multi-Asset Fund

ISIN: IE000JV4KY68 (SGD), IE00B973QR36 (USD)

PIMCO GIS Inflation multi-asset fund

The fund aims to offer investors a comprehensive real asset solution to hedge global inflation risks, with a target return of OECD CPI +3%. The fund invests in inflation-linked bonds, emerging market currencies, REITs, as well as exposure to commodities and gold via derivatives, which typically respond well to inflation. The fund is managed by a highly experienced team of 4 PMs, and benefits from PIMCO’s top-down global macroeconomic views.

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Japan Fund

Goldman Sachs Japan Equity Partners Portfolio

ISIN: LU2464814230 (SGD), LU1217871216 (USD)

Goldman Sachs Japan Equity Partners Portfolio

Led by GSAM’s veteran Head of Japan Equity, the fund adopts a high-conviction approach towards investing in Japanese equities by leveraging on a team-based, bottom-up research process. The team favours larger, quality companies that are exposed to long-term, secular growth trends and are therefore less susceptible to economic cycles in Japan. These companies also typically have strong existing business bases that are able to support new business growth.

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Emerging Markets Fund

Goldman Sachs Emerging Markets Equity Portfolio

ISIN: LU2464814404 (SGD), LU0234572450 (USD)

Goldman Sachs Emerging Markets Equity Portfolio

The fund provides investors with exposure to a diversified basket of companies from the emerging markets. It has a significant exposure to small and mid cap as well as off-benchmark names, as the team seeks to exploit inefficiencies across emerging markets. This differentiated approach has allowed the fund to outperform its peers and the MSCI Emerging Markets Index in recent years. The fund is managed by two experienced PMs and supported by a sizeable team of locally based investors.

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Spotlight Funds

The Russia-Ukraine war, rising inflation, and the ongoing pandemic mean unprecedented challenges in generating returns today. Depending on your risk tolerance level and suitability, here are some Fund Smart ideas that you may wish to consider to help weather the current storm.

Spotlight funds April 2022
Spotlight funds April 2022

Accredited Investors Only

We have also added one new AI-only fund this month.Want to know more about the funds available on Endowus? Refer to our investment funds list here for a quick overview in a single glance. If you wish to invest in an AI-only or a non-SGD fund, please contact support@endowus.com.

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Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endow.us Pte. Ltd (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus Pte. Ltd., its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

Investment into collective investment schemes: Please refer to respective funds’ prospectuses for details of the funds, their related fees, charges and risk factors, The listing of units of the fund on a stock exchange does not guarantee a liquid market for the units. Before making an investment decision, you are reminded to refer to the relevant prospectus for specific risk considerations.

For Cash Smart Secure, Cash Smart Enhanced, Cash Smart Ultra: It is not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured products under the provisions of the Deposit Insurance and Policy Owners Protection Schemes Act 2011 of Singapore and are not eligible for deposit insurance coverage under the Deposit Insurance Scheme. Interest rates are indicative and subject to change at any time.

Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.

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Fund Digest April 2022

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