Get exposure to fintech and banks, or top Japanese firms (Fund Digest July 2022)
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Get exposure to fintech and banks, or top Japanese firms (Fund Digest July 2022)

Mar 2023
Aug 2022

Looking for thematic exposure to fintech and banks? What about investing in well-known companies in Japan, like electronics giant Sony? 

This month, we’re excited to introduce two new funds on Fund Smart — the Fidelity Global Financial Services Fund and the FSSA Japan Equity Fund. 

Managed by Fidelity and First Sentier respectively, they are designed to provide exposure to high-quality equity names in the financial sector and in Japan.

Financial Services Fund

Fidelity Global Financial Services Fund

ISIN: LU1363072403 (SGD), LU2420245750 (USD)

The fund provides exposure to the financial sector by investing in a high-conviction basket of companies ranging from traditional institutions to fintech firms. It is led by an experienced portfolio manager who has been managing the fund since its inception in 2010, and is supported by one of the largest financial-sector research teams in the industry. The fund has historically delivered one of the best risk-adjusted returns among its peers.

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Japan Equity Fund

FSSA Japan Equity Fund


Investing in a portfolio of around 50 listed companies in Japan spanning sectors such as industrials, information technology, and healthcare, the fund focuses on identifying high-quality names across all market capitalisations with the aim of providing attractive and sustained growth. Since its inception in 2015, the fund has demonstrated a good upside capture ratio and a defensive downside capture ratio.

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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 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.

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