Investment Office Monthly Fund Digest (March 2021)

We are always working to bring the best-in-class funds and portfolios to fulfil your needs on Fund Smart. Here are 6 new funds added in March. We have classified the funds according to their asset class, sectors, or themes for your browsing — ESG, China, and Asian.

The new funds are managed by top global fund managers such as PIMCO, Schroders and BlackRock.

ESG Funds

PIMCO GIS Climate Bond Fund

ISIN: IE00BNC43S98 (SGD)

PIMCO GIS Climate Bond Fund is a diverse portfolio of multi-sector credit issued by companies believed to foster the transition to a net zero-carbon economy. It Invests in green bonds, unlabelled green bonds, and other climate leader companies. Endowus worked with PIMCO to launch the SGD Institutional share class to bring the lowest cost access to Singapore-based retail investors.

   <btn-link>Find out more<btn-link>

Schroder ISF Global Sustainable Growth Fund

ISIN: LU2289884723 (CLASS C)

Schroder ISF Global Sustainable Growth Equity Fund invests in companies worldwide that demonstrate positive sustainability characteristics. While the Class F (LU2158556196) version of this Fund was already available on Fund Smart since October 2020, Endowus has worked with Schroders to launch Class C (LU2289884723), which is a clean share class that offers a lower cost for Cash and SRS investors.

   <btn-link>Find out more<btn-link>

China Funds

Blackrock BGF China Bond Fund

ISIN: LU1847653497 (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.

   <btn-link>Find out more<btn-link>

Schroder ISF Greater China Fund

ISIN: LU2289885027 (CLASS C)

Incepted back in 2002, Schroder ISF Greater China Fund uses a time-tested process of picking quality growth-focused stocks of China, Hong Kong, and Taiwan companies. While the Class F (LU1317429246) version of this Fund was already available on Fund Smart since October 2020, Endowus has worked with Schroders to launch the Class C (LU2289885027), which is clean share class that provides a lower cost for Cash and SRS investors.

   <btn-link>Find out more<btn-link>

Asian Funds

Blackrock BGF Asian Tiger Bond Fund

ISIN: LU0969580215 (SGD)

The Blackrock BGF Asian Tiger Bond, which invests in bonds issued by governments and companies in Asia excluding Japan, has consistently outperformed its benchmark and peers while achieving a lower volatility.

   <btn-link>Find out more<btn-link>

Schroder ISF Asian Opportunities Fund

ISIN: LU2264145090 (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.

  <btn-link>Find out more<btn-link>

<divider><divider>

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.

<divider><divider>
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.

This advertisement has not been reviewed by the Monetary Authority of Singapore.