Investment Office Monthly Fund Digest (August 2021)
Endowus Insights

CPF is for your housing, and so much more.

find out more

Investment Office Monthly Fund Digest (August 2021)

Updated
25
Mar 2025
published
10
Sep 2021
Investment Office Monthly Fund Digest (August 2021)

Here are 13 new funds added in August. We have classified the funds according to their asset classes, sectors, or themes for your browsing — Real Assets, Equities, ESG, Fixed Income, and Technology. The new funds are managed by top global fund managers such as AllianceBernstein ("AB"), Aberdeen Standard Investments, Allianz, BlackRock, Fidelity, HSBC Asset Management ("HSBC"), Janus Henderson, PIMCO, and Wells Fargo Asset Management ("Wells Fargo").

Real Assets

BlackRock BSF Global Real Assets Securities Fund

ISIN: LU2364470067 (SGD)

screenshot of details of BlackRock BSF Global Real Assets Securities Fund

The Fund offers unique exposure to companies in real estate and infrastructure sectors globally, and achieves an attractive payout generated from underlying dividends as well as an additional options overlay. Its PM team is stable and experienced, run by senior leaders with an average of 26 years of experience.

   <btn-link>Find out more<btn-link>

Equities

Fidelity Global Dividend Fund

ISIN: LU0731783394 (SGD)

screenshot of details of Fidelity Global Dividend Fund

The Fund offers a diverse portfolio of high-quality, defensive companies that offer sustainable long-term dividend payout and low beta characteristics compared to peers. While this Fund was previously available for CPF investing via Endowus, you can now also invest your Cash and SRS via this new share class.

   <btn-link>Find out more<btn-link>

HSBC GIF Asia Pacific ex Japan Equity High Dividend Fund

ISIN: LU0630378429 (SGD)

screenshot of details of HSBC GIF Asia Pacific ex Japan Equity High Dividend Fund

Driven by an active and contrarian approach, the Fund invests in the Asia Pacific ex Japan equity market with an income focus, and is run by an experienced team with a long tenure at HSBC. The Fund has historically delivered above-benchmark dividends.

   <btn-link>Find out more<btn-link>

Wells Fargo US All Cap Growth Fund

ISIN: LU2087625088 (SGD)

screenshot of details of Wells Fargo US All Cap Growth Fund

The Fund maintains a pure growth tilt by using a time-proven investment process of identifying under-appreciated companies with robust and sustainable growth since 1999. It has so far delivered strong performance compared to benchmark and peers without overloading on market beta.

   <btn-link>Find out more<btn-link>


ESG

Aberdeen Standard SICAV I - Asian Sustainable Development Equity Fund

ISIN: LU2348773727 (SGD)

screenshot of details of Aberdeen Standard SICAV I - Asian Sustainable Development Equity Fund

As the first Asian equity fund to align its investment philosophy to the UN Sustainable Development Goals, the Fund takes an all-cap approach to investing in companies with high quality. Endowus has also worked with Aberdeen Standard to offer the competitive “founder fee” share class to our clients.

   <btn-link>Find out more<btn-link>

Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity Fund

ISIN: LU2348774022 (SGD)

screenshot of details of Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity Fund

As a unique Emerging Markets equity fund aligning its investment philosophy to the UN Sustainable Development Goals, the Fund takes an all-cap approach to investing in companies with high quality. Endowus has also worked with Aberdeen Standard to offer the competitive “founder fee” share class to our clients.

   <btn-link>Find out more<btn-link>

AB Sustainable Global Thematic Portfolio Fund

ISIN: LU0289739343 (SGD)

screenshot of details of AB Sustainable Global Thematic Portfolio Fund

The Fund incorporates top-down identification of secular sustainability trends that helps to achieve the UN Sustainable Development Goals, such as Health, Climate, and Empowerment, as well as bottom-up stock selection to invest in the best ideas within the theme.

   <btn-link>Find out more<btn-link>

PIMCO GIS ESG Income Fund

ISIN: IE00BKP8GN36 (SGD)

screenshot of details of PIMCO GIS ESG Income Fund

The Fund, managed using PIMCO’s deep bench of fixed income team combining top-down macroeconomic analysis and bottom-up credit selection, has a unique investment objective of seeking stable current income by investing globally in issuers committed to sustainability with strong  ESG credentials.

   <btn-link>Find out more<btn-link>

Fixed Income

Aberdeen Standard SICAV I - Frontier Markets Bond Fund

ISIN: LU2066861621 (SGD)

screenshot of details of Aberdeen Standard SICAV I - Frontier Markets Bond Fund

As a rare frontier debt offering in the retail SGD space, the Fund adopts disciplined bottom-up research to identify securities with the highest risk-adjusted returns issued by sovereigns and corporates from over 80 frontier market countries. The Fund has historically offered top-tier returns in the peer group since inception.

   <btn-link>Find out more<btn-link>

Fidelity Emerging Markets Focus Fund

ISIN: LU1102506141 (USD)

screenshot of details of Fidelity Emerging Markets Focus Fund

Using its robust investment process built upon Focus (high conviction ideas), Prudence (companies with strong governance and balance sheet), and Patience (long-term investment horizon), the Fund has a consistent track record of delivering long-term outperformance with good downside protection.

   <btn-link>Find out more<btn-link>

HSBC GIF Asia High Yield Bond Fund

ISIN: LU2065168101 (SGD)

screenshot of details of HSBC GIF Asia High Yield Bond Fund

The Fund benefits from HSBC’s long track record of investing in the Asian fixed income market since 1996, and implements a collaborative approach to tap onto various sources including credit selection, currency, duration, and yield curve positioning. It has historically delivered top-quartile returns compared to its benchmark.

   <btn-link>Find out more<btn-link>

HSBC GIF Global High Income Bond Fund

ISIN: LU0669553462 (SGD)

screenshot of details of HSBC GIF Global High Income Bond Fund

Allocating to various regions and sectors including Investment Grade and High Yield securities in USD, EUR, and even Emerging Markets, the Fund is run by a well-resourced team of five portfolio managers and more than 40 sector analysts, and has historically generated favourable total returns including income payout.

   <btn-link>Find out more<btn-link>

Technology

Allianz Global Artificial Intelligence Fund

ISIN: LU2357305700 (SGD)

screenshot of details of Allianz Global Artificial Intelligence Fund

The Fund is a diverse portfolio of the best AI-related ideas with strong growth potential across various sectors, and has historically delivered superior risk-adjusted returns. While this Fund was previously available for Cash/SRS investing via Endowus, you can now also invest your CPF via this new share class.

   <btn-link>Find out more<btn-link>

Disclaimers
+
–
Investment Office Monthly Fund Digest (August 2021)

Table of Contents

    find out more

    CPF is for your housing, and so much more.

    Check out the top-tier funds approved under CPFIS
    find out more
    x
    find out how

    Grow your cash with a yield of up to

    3.8

    %*
    No lock-ups. No investment limits. No fuss.
    *Not guaranteed. Projected yields calculated as of 28 Feb 2025.
    find out how
    x