Investment Office Monthly Fund Digest (July 2021)
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Investment Office Monthly Fund Digest (July 2021)

Updated
27
Jun 2022
published
10
Aug 2021
Investment Office Monthly Fund Digest (July 2021)

We are always working to bring the best-in-class funds and portfolios to fulfil your needs on Fund Smart. Here are 14 new funds added in July. We have classified the funds according to their asset classes, sectors, or themes for your browsing — Equity, Fixed Income, Healthcare, Real Assets, Technology, and Thematics.

The new funds are managed by top global fund managers such as AllianceBernstein ("AB"), Allianz, BlackRock, Eastspring, Fidelity, Harris Associates (affiliate of Natixis), Janus Henderson, PIMCO, Thematics Asset Management ("Thematics AM", affiliate of Natixis), and UBS Global Asset Management.

Equity Funds

BlackRock BGF European Equity Income

ISIN: LU2357541858 (SGD)

screenshot of details of BlackRock BGF European Equity Income

The Fund offers a balanced and disciplined exposure to quality, growth, and income through investing in European equities, and is managed by a deep bench of portfolio managers and analysts.

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Harris Associates Global Equity Fund

ISIN: LU0648000940 (SGD Class R/A, for Cash), LU1201861165 (SGD Class P/A, for CPF)

screenshot of details of Harris Associates Global Equity Fund

The Fund uses a contrarian, value-oriented, and quality-focused investment process to give exposure to mid-to-large cap businesses around the world, and is managed by a team of veteran PMs with an average experience of 30 years.

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Harris Associates US Equity Fund

ISIN: LU0980610538 (SGD Class H-R/A for Cash), LU1201861249 (SGD Class H-P/A for CPF)

screenshot of details of Harris Associates US Equity Fund

The Fund uses a contrarian, value-oriented, and quality-focused investment process to give exposure to mid-to-large cap businesses in the US, and is managed by a PM team with an average experience of 20 years.

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UBS US Total Yield Fund

ISIN: LU1257167418 (SGD)

screenshot of details of UBS US Total Yield Fund

The Fund, managed by a PM team with an average experience of 21 years, focuses on delivering above-average total yield consisting of dividend payout and share buybacks by using a rules-based system in stock selection and portfolio construction that helps to reduce behavioural bias in investing.

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Fixed Income Funds

Eastspring Asia Sustainable Bond Fund

ISIN: LU2347918182 (SGD)

screenshot of details of Eastspring Asia Sustainable Bond Fund

As the first Asia ESG bond fund on the market for retail investors, the Fund combines Eastspring’s expertise in the Asia fixed income space with their ESG capabilities, and employs a disciplined and well-articulated ESG process. The Fund has delivered the best risk-adjusted performance among peers.

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PIMCO GIS US High Yield Bond Fund

ISIN: IE000S3T92E2 (SGD)

screenshot of details of PIMCO GIS US High Yield Bond Fund

The Fund provides a diversified exposure to the US high yield market by employing a long term, total return approach with a focus on reducing downside risk, and runs on a highly institutionalised investment process that leverages on the experienced PM team and PIMCO’s firm-wide research capabilities.

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Healthcare Funds

AB International Health Care Portfolio Fund

ISIN: LU0289739699 (SGD)

screenshot of details of AB International Health Care Portfolio Fund

The Fund is a quality-focused portfolio of high-conviction healthcare stocks diversified across sectors and geography that has offered superior risk-adjusted returns over the long term, and is managed by a highly experienced team specialising in healthcare investing with an average experience of more than 25 years.

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Janus Henderson Global Life Sciences Fund

ISIN: IE00BJJMRZ35 (SGD)

screenshot of details of Janus Henderson Global Life Sciences Fund

The Fund, run by a dedicated team of healthcare analysts and PMs with backgrounds in related fields (e.g. PhDs), is a well-balanced portfolio across Core, Emerging, and Opportunistic buckets, and especially has a good exposure to biotechnology companies and private companies, which is uncommon among peers.

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Thematics

Allianz Thematica Fund

ISIN: LU2023250843 (SGD)

screenshot of details of Allianz Thematica Fund

The Fund has exposure to 5-7 different themes selected by a rigorous process, benefiting from multiple alpha levers including active theme selection and rotation. Some of the current themes include next generation energy, pet economy, clean water and land, artificial intelligence, health tech, and digitalisation.

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BlackRock BGF Nutrition Fund

ISIN: LU0827888081 (SGD)

screenshot of details of BlackRock BGF Nutrition Fund

The Fund uses a clearly-defined investment universe that captures the long-term growing, buying, and eating trends across the food supply chain, with the flexibility to allocate to new markets and disruptors. The Fund is ESG-integrated and aligned to several UN Sustainable Development Goals.

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Thematics Meta Fund

ISIN: LU2125909593 (SGD)

screenshot of details of Thematics Meta Fund

The Fund invests in companies that fall under Thematics AM’s Artificial Intelligence & Robotics, Safety, Subscription Economy, and Water strategies, offering a diversified exposure to multiple themes that have the potential to grow at a rate superior to that of the broader global economy.

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Thematics Safety Fund

ISIN: LU2125909916 (SGD)

screenshot of details of Thematics Safety Fund

The Fund invests in a unique yet clearly-formulated theme of “Safety” based on several secular growth trends such as safety in the “digital world” and “real world”, and is run by a team from Thematics AM with strong expertise in thematic investing.

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Thematics Subscription Economy Fund

ISIN: LU2210150020 (SGD)

screenshot of details of Thematics Subscription Economy Fund

The Fund invests in various areas of its Subscription Economy theme, offering a unique exposure to companies offering products and services with a subscription model. These include online, offline, B2C, and B2B, which are naturally more defensive due to their higher visibility of future cash flows.

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Technology Funds

Fidelity Global Technology Fund

ISIN: LU1823568750 (SGD)

screenshot of details of Fidelity Global Technology Fund

The Fund offers a balanced allocation across companies in Growth, Cyclical, and Special Situation buckets to obtain exposure to various opportunities in multiple market cycles. About half of its resulting allocation is in companies with less growth and momentum characteristics, which sets the Fund apart from its peers in technology investing.

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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.

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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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Investment Office Monthly Fund Digest (July 2021)

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