New Fund Smart options for China and ESG investing (Fund Digest June 2022)
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New Fund Smart options for China and ESG investing (Fund Digest June 2022)

Updated
20
Oct 2022
published
8
Jul 2022
fund-digest-june-2022

Weā€™re excited to begin our partnership with Ninety One to introduce an All China Bond Fund and a Global Environment Fund. Weā€™ve also worked with PIMCO to launch an SGD share class for the PIMCO StocksPLUS Fund, which has been available in USD since February. Here are three new funds added in June.

China

Ninety One GSF All China Bond Fund

ISIN: LU2469424472 (SGD), LU1057755800 (USD)

Ninety One GSF All China Bond Fund

The fund provides a good exposure into the Chinese bond market, allocating primarily into government-issued onshore bonds (which are relatively rare in the SGD retail space), complemented with opportunistic exposure to offshore and USD-denominated bonds to enhance returns. It is managed by a duo of experienced PMs, supported by Ninety Oneā€™s China rates & credit team. Endowus has worked with Ninety One to launch the lowest cost SGD share class for Singapore retail investors.

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ESG

Ninety One GSF Global Environment Fund

ISIN: LU2257466305 (SGD), LU2420245750 (USD)

Ninety One GSF Global Environment Fund

The fund invests purely in companies that benefit from sustainable decarbonisation, offering investors a differentiated portfolio with little overlap to other equity funds that are more traditional in scope. Companies are assessed through a stringent screening process to qualify for the ā€œsustainable decarbonisationā€ theme. The strategy is led by two PMs with experience investing in the renewable energy and natural resources sectors.

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US

PIMCO GIS StocksPLUS Fund

ISIN: IE000PPSY6G6 (SGD), IE0002459539 (USD)

PIMCO GIS StocksPLUS Fund

After onboarding the USD version of the fund in February, we have worked with PIMCO to launch the SGD share class for retail investors in Singapore as well. Using a time-tested strategy established in 1986, the fund seeks to track the S&P 500 Index, while generating additional alpha from an active bond strategy, to achieve a meaningful outperformance of the S&P 500 in the long term.

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Investment into collective investment schemes: Please refer to respective fundsā€™ 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.

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