Southeast Asia stocks and a climate change strategy (Fund Digest July 2023)
Endowus Insights

Leap into prosperity this CNY 💰     Get an $88 head start to growing your wealth.

Leap into prosperity this CNY 💰Get a $88 head start to growing your wealth.

Southeast Asia stocks and a climate change strategy (Fund Digest July 2023)

Updated
31
Aug 2023
published
17
Jul 2023
JPM and GMO funds added to the Endowus Fund Smart platform - Southeast Asia stocks and an ESG / climate change strategy (Fund Digest July 2023)

Want to invest in high-quality companies in Southeast Asia, or participate meaningfully in the climate transition?

This month, we’re excited to introduce two new funds on Fund Smart — one managed by JP Morgan and another by GMO.

The JP Morgan ASEAN Equity Fund focuses on Southeast Asia stocks that are positioned to be long-term compounders. What’s more, this fund was recently included in the Central Provident Fund Investment Scheme (CPFIS). That means it is now available for investments with CPF savings, as well as cash and Supplementary Retirement Scheme (SRS) savings.

As for the GMO Climate Change Investment Fund, it offers ESG (environmental, social, and governance) investors exposure to companies at the forefront of the fight against global climate change — such as renewable energy players, energy-saving firms, and waste reduction companies. GMO believes such companies are positioned to benefit from efforts to mitigate and adapt to climate change.

ASEAN equities

JP Morgan ASEAN Equity Fund

ISIN: LU0532188223 (SGD, Cash/SRS, Acc), LU2471279419 (SGD, Cash/CPF-OA, Acc), LU0441851309 (USD, Cash/SRS, Acc), LU1839390173 (USD, Cash/SRS, Dist)

Table: JP Morgan ASEAN Equity Fund - Large cap stocks; available for investments with Cash, SRS, and CPF (SGD). 3-year annualised return, fund AUM, and fund-level fees after Cashback on trailer fees. Source: Endowus

Singapore investors with an affinity for high-quality companies closer to home will find this fund interesting. Focusing on the ASEAN region, the fund is managed by a highly seasoned team of five dedicated analysts, including the lead portfolio manager with more than 20 years of experience. 

Given the investable universe, the JP Morgan ASEAN Equity Fund tends to prefer Singapore-based companies, with additional allocations to other key Southeast Asian markets such as Thailand, Indonesia, Malaysia, and Philippines.

The fund has recently been approved under the CPFIS. Click here for details on the fund share-class that’s available for CPF investing.

<medium-btn-link>Find out more<medium-btn-link>

ESG equities — climate change

GMO Climate Change Investment Fund

ISIN: IE000N5QCMO9 (SGD), IE00BDT8RF97 (USD)

Table: GMO Climate Change Investment Fund. For ESG investors. 3-year annualised return, fund AUM, fund-level fees after Cashback on trailer fees. Source: Endowus

The fund invests in companies that are positioned to benefit from the climate transition, and has meaningful allocations in not just the themes of clean energy and energy efficiency, but also agriculture and water. 

The fund leverages on GMO’s tried-and-tested investment process of focusing on fundamentals and valuations, and offers a more differentiated basket of companies compared to other similar climate change funds that tend to be run on a less quantitative basis. For example, this fund has had lower allocations into US-based companies, and is more diversified on a geographical level.

Given the evolving nature of the climate transition theme, the GMO Climate Change Investment Fund also has a bias towards small and mid-cap companies, which may provide further diversification benefits to investors. 

<medium-btn-link>Find out more<medium-btn-link>

Funds for accredited investors (AIs) only

We have also added one new AI-only fund this month.

If you wish to invest in an accredited investor-only (AI-only) fund, please contact support@endowus.com. 

Customise your portfolio in minutes with Fund Smart

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. 

We also recently gave the Fund Smart platform a massive upgrade — including wider currency options, new dividend payout options, and an improved experience for verified accredited investors. These give you more flexibility and information in selecting your own funds and building your own portfolios.

Customise your ideal investment portfolio in minutes with Fund Smart. The Endowus Fee for Single Fund Goals via Fund Smart (Cash, CPF, and SRS) is 0.3% p.a., reinforcing our commitment to reduce the cost of investing. This pricing means that more than 95% of the funds are now cheaper on Endowus than on any other fund platform, bank, private bank, financial advisor, or broker in Singapore. 

Not sure how to invest with Fund Smart? Find out everything you need to know in our FAQs.

<divider><divider>

*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 July 2020 to June 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.

<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 Endowus Singapore 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, 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.

More on this Tag
Disclaimers
+
JPM and GMO funds added to the Endowus Fund Smart platform - Southeast Asia stocks and an ESG / climate change strategy (Fund Digest July 2023)

Table of Contents