Investment Office Monthly Fund Digest (January 2024)

Global Megatrends

Neuberger Berman Global Equity Megatrends Fund

ISIN: IE000HM1TOC0 (SGD, Cash/SRS), IE00BFMHRM44 (USD, Cash)

This Fund represents a focused, global equity strategy, targeting companies at the forefront of enduring, impactful shifts. It boasts an average purity level of over 90%, reflecting a significant share of revenue represented from these identified megatrends.

Guided by a seasoned team averaging 30 years of industry expertise, this strategy emphasises resilience through market cycles. While its preference for small and mid-cap companies may introduce volatility, the Fund's history highlights lower drawdowns and superior recoveries compared to peers. Since its inception in 1991, it has also tended to outperform benchmarks over various periods, leveraging long-term trends for risk management and scouting high-quality enablers to fuel sustained growth.

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AI & Robotics

Thematics AI and Robotics Fund

ISIN: LU1951200564 (SGD, Cash/SRS), LU1923623000 (USD, Cash)

The Thematics AI and Robotics Fund is a carefully curated portfolio targeting companies deeply involved in AI and Robotics, spanning diverse sectors from design software to office automation. With a diverse 40-60 holding portfolio and six sub-themes, it distinguishes itself from typical tech funds and wider equity indices, ensuring robust diversification. Inclusion criteria mandate a minimum 20% revenue link to the AI and Robotics theme, upholding a notably high theme purity.

Led by industry veterans Karen Kharmandarian, renowned for pioneering the first Robotics active fund in 2015, and Alexandre Zilliox, the Fund maintains a consistent track record of outperforming benchmarks. Prioritising resilience, it not only showcases growth potential, but also emphasises shielding against downside risks.

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Global Agribusiness

DWS Invest Global Agribusiness Fund

ISIN: LU2052525768 (SGD, Cash), LU0273164847 (USD, Cash)

The DWS Invest Global Agribusiness Fund strategically navigates the entire agricultural value chain, encompassing farm operations, infrastructure, food processors, and distributions. Managed by a four-person team led by Stephan Werner, this approach provides diversified benefits owing to each segment's unique drivers and volatility profiles.

The fund's investment process integrates top-down and bottom-up research, prioritising macro considerations to fortify idea generation and allocation. Since Stephan's leadership inception in September 2016, the fund has modestly outperformed both the MSCI World Agriculture & Food Chain Index and the DJ UBS Commodity Index. Bolstered by a specialised Agribusiness team, it tactically allocates across lucrative market segments and adopts defensive stances during market downturns.

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Whether you’re looking to invest your cash, CPF, or SRS, there’s something for everyone at Endowus. Want to know more about the funds available on our Fund Smart platform? Refer to our investment funds list here for a quick overview in a single glance. 

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*Annualised returns are calculated based on the returns of the target share class, and the oldest share class of the fund where the target share class is younger than three years. Three-year returns are based on the period from January 2021 to December 2023 unless otherwise stated. Returns are translated into SGD (except for non-SGD funds) and are net of fund-level fees. 

**Where a fund or portfolio has both SGD and USD share classes, the fees of the SGD share class are shown. Total portfolio and fund-level fees include fund total fund-level fees.

***Endowus does not charge a preliminary sales charge or any other additional fees, other than the all-in Endowus Fee.

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