Investment Office Monthly Fund Digest (September 2021)

We are always working to bring best-in-class funds and portfolios to fulfil your needs on Fund Smart. Here are 3 new funds added in September. We have classified the funds according to their asset classes, sectors, or themes for your browsing -- Equities, Fixed Income, and Real Assets.

The new funds are managed by top global fund managers such as BlackRock, Neuberger Nerman (“NB”), and NN Investment Partners (“NNIP”).

Equities Funds

NN Emerging Markets Enhanced Index Sustainable Equity Fund

ISIN: LU0051128774 (USD)

The Fund uses a unique indexing approach to integrate ESG considerations into a passive market exposure to the emerging markets, supported by NNIP’s more than 20 years of experience in sustainable investing. The Fund has kept tracking error within its target, and has provided attractive returns since inception.

Fixed Income Funds

Neuberger Berman China Bond Fund

ISIN: IE00BHXGRN56 (SGD)

The Fund gives access to the Onshore China bond space, which is rare among retail SGD products, and offers a quantitatively-driven portfolio of primarily Corporate Credit that has delivered attractive returns compared to its peers.

Real Assets Funds

BlackRock BGF World Mining Fund

ISIN: LU0827890228 (SGD), LU0252968341 (USD)

By investing in listed mining companies around the world, the Fund offers exposure to the mining sector which serves as a useful asset class diversifier, proven by its low correlation with equities and fixed income. The mining sector has also traditionally performed strongly during periods of sharply rising inflation.

USD Retail Funds

We also have several existing funds on Endowus that are available in USD share classes for retail investors. Click on each fund below for more information or contact support@endowus.com for a full list of USD funds and if you wish to create a USD goal.

Fixed Income Funds

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.

*This material is for informational purposes only and does not constitute an offer or solicitation to purchase or sell units in collective investment schemes. 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.For details of the funds, their related fees, charges and risk factors, please refer to respective funds’ prospectuses. 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 which are available.The prospectus, profile statement, product highlight sheet, fund factsheet or other offer or product documents may contain references about the expected risk tolerance of their target investors. These are in no way indicative of how we at Endowus have assessed your risk tolerance based on your stated objectives and financial situation. Endowus accepts no responsibility for investment decisions made in response to the expected risk tolerance levels mentioned in the product or offer documents.This advertisement has not been reviewed by the Monetary Authority of Singapore.

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