New Fund Smart options for China and ESG investing (Fund Digest June 2022)

We’re excited to begin our partnership with Ninety One to introduce an All China Bond Fund and a Global Environment Fund. We’ve also worked with PIMCO to launch an SGD share class for the PIMCO StocksPLUS Fund, which has been available in USD since February. Here are three new funds added in June.

China

Ninety One GSF All China Bond Fund

ISIN: LU2469424472 (SGD), LU1057755800 (USD)

The fund provides a good exposure into the Chinese bond market, allocating primarily into government-issued onshore bonds (which are relatively rare in the SGD retail space), complemented with opportunistic exposure to offshore and USD-denominated bonds to enhance returns. It is managed by a duo of experienced PMs, supported by Ninety One’s China rates & credit team. Endowus has worked with Ninety One to launch the lowest cost SGD share class for Singapore retail investors.

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ESG

Ninety One GSF Global Environment Fund

ISIN: LU2257466305 (SGD), LU2420245750 (USD)

The fund invests purely in companies that benefit from sustainable decarbonisation, offering investors a differentiated portfolio with little overlap to other equity funds that are more traditional in scope. Companies are assessed through a stringent screening process to qualify for the “sustainable decarbonisation” theme. The strategy is led by two PMs with experience investing in the renewable energy and natural resources sectors.

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US

PIMCO GIS StocksPLUS Fund

ISIN: IE000PPSY6G6 (SGD), IE0002459539 (USD)

After onboarding the USD version of the fund in February, we have worked with PIMCO to launch the SGD share class for retail investors in Singapore as well. Using a time-tested strategy established in 1986, the fund seeks to track the S&P 500 Index, while generating additional alpha from an active bond strategy, to achieve a meaningful outperformance of the S&P 500 in the long term.

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