Investment Office Monthly Fund Digest (June 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 June. We have classified the funds according to their asset class, sectors, or themes for your browsing — Real Estate, Fixed Income, China, Emerging Markets, and Technology.

The new funds are managed by top global fund managers such as Allianz, BlackRock, Fidelity, Franklin Templeton, Goldman Sachs Asset Management, Janus Henderson, JP Morgan Asset Management, and UBS Asset Management.

Real Estate Funds

Blackrock BGF World Real Estate Securities

ISIN: LU2190626643 (SGD)

The Fund invests globally in real estate companies by employing a structured, valuation-driven investment process that identifies mispriced opportunities, and is run by highly experienced PMs with more than 28 years of experience, supported by a sizeable team of analysts.

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Janus Henderson Horizon Global Property Equities Fund

ISIN: LU1316542866 (SGD)

The Fund focuses on capturing structural growth opportunities in the global real estate market by tapping into newer and emerging names beyond core sectors and the benchmark, and has demonstrated good performance compared to benchmark and peers since inception.

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Janus Henderson Horizon Asia-Pacific Property Income Fund

ISIN: LU2226123490 (SGD)

The Fund focuses on capturing structural growth opportunities in the global real estate market by tapping into newer and emerging names beyond core sectors and the benchmark, and has demonstrated good performance compared to benchmark and peers since inception.

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Fixed Income Funds

Fidelity Asian Bond Fund

ISIN: LU1420312487 (SGD)

Using a robust “MASTR (Market, Allocation, Selection, Transaction, Risk)” framework, the Fund covers both macro views and credit selection to give investors direct exposure to investment-grade bonds in Asia, generating attractive distribution from coupons and capital appreciation.

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Goldman Sachs Emerging Markets Corporate Bond Portfolio Fund

ISIN: LU1574459795 (SGD)

The Fund, led by a deep bench of investment experts, focuses on bottom-up credit selection by using a structured and holistic investment process to allocate in corporate debt instruments in the Emerging Market.

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UBS Full Cycle Asian Bond Fund

ISIN: LU0464247518 (SGD)

The Fund, run by a strong bench of PMs and analysts who have delivered favourable risk-adjusted return across their strategies, adopts a unique full-cycle approach to actively manage credit, duration, and currency profile of the portfolio to generate alpha in different market conditions and manage downside risk.

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China Funds

Allianz All China Equity Fund

ISIN: LU1794554557 (SGD)

The Fund benefits from a disciplined investment approach and strong fundamental conviction. It is managed by an experienced team and has delivered top-tier returns through a balanced portfolio of Chinese companies listed in the onshore and offshore exchanges (A, B, H shares and ADR).

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JP Morgan China A-Share Opportunities Fund

ISIN: LU1655091616 (SGD)

The Fund invests in growth stocks in the China A share market, underpinned by fundamental conviction on the stronger long-term growth and higher quality of the companies. It is managed by a highly experienced team and has delivered one of the best performances among China A peers.

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UBS China A Opportunity Fund

ISIN: LU0971614614 (USD)

The Fund uses a time-tested investment approach of using purely bottom-up stock selection to identify high-conviction names positioned for long-term growth in the China A space, and is managed by a highly experienced team.
This Fund is available for Accredited Investors (“AI”) only. Interested AIs may contact support@endowus.com or schedule a call with one of our MAS licensed representatives here for more information. Please note that this Fund has been soft closed and we have been allocated limited capacity by UBS.

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Emerging Markets Funds

JP Morgan Emerging Markets Dividend Fund

ISIN: LU0862451753 (SGD)

The Fund provides a consistent combination of income and capital appreciation by investing in a disciplined mix of high-dividend stocks as well as companies with strong fundamentals, and has demonstrated low volatility compared to its peers and benchmark.

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Technology Funds

Allianz Global Artificial Intelligence Fund

ISIN: LU1720051017 (SGD)

The Fund is a diverse portfolio of the best AI-related ideas with strong growth potential over the long term across various sectors, managed by a highly experienced team and for its track record of delivering superior risk-adjusted returns.

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Blackrock BGF World Technology Fund

ISIN: LU1852331112

The Fund uses unconventional approaches in delivering superior long-term returns through a balanced portfolio of both “Core” and “Opportunistic” companies across various market caps, geographies, and sectors, and is managed by a highly experienced and dedicated technology team.

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Blackrock BGF Next Generation Technology Fund

ISIN: LU2290526321

The Fund uses unconventional approaches in delivering superior returns through a portfolio of “Opportunistic” companies with a unique focus on smaller cap companies possessing innovative technologies across various geographies and industries.

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Franklin Technology Fund

ISIN: LU1803068979

The Fund gives investors access to the best ideas in more than 20 sub-sectors that will drive the technology sector in the long term, which includes exposures to private companies, and is run by a highly experienced and dedicated team of more than 12 investment professionals.

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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. 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. Past performance is not an indicator nor a guarantee of future performance. 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. 

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