Investment Office Monthly Fund Digest (March 2021)
Endowus Insights

Investment Office Monthly Fund Digest (March 2021)

Updated
June 15, 2022
published
April 2, 2021
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Investment Office Monthly Fund Digest (March 2021)

We are always working to bring the best-in-class funds and portfolios to fulfil your needs on Fund Smart. Here are 6 new funds added in March. We have classified the funds according to their asset class, sectors, or themes for your browsing — ESG, China, and Asian.

The new funds are managed by top global fund managers such as PIMCO, Schroders and BlackRock.

ESG Funds

PIMCO GIS Climate Bond Fund

ISIN: IE00BNC43S98 (SGD)

screenshot of details of PIMCO GIS Climate Bond Fund

PIMCO GIS Climate Bond Fund is a diverse portfolio of multi-sector credit issued by companies believed to foster the transition to a net zero-carbon economy. It Invests in green bonds, unlabelled green bonds, and other climate leader companies. Endowus worked with PIMCO to launch the SGD Institutional share class to bring the lowest cost access to Singapore-based retail investors.

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Schroder ISF Global Sustainable Growth Fund

ISIN: LU2289884723 (CLASS C)

screenshot of details of Schroder ISF Global Sustainable Growth Fund

Schroder ISF Global Sustainable Growth Equity Fund invests in companies worldwide that demonstrate positive sustainability characteristics. While the Class F (LU2158556196) version of this Fund was already available on Fund Smart since October 2020, Endowus has worked with Schroders to launch Class C (LU2289884723), which is a clean share class that offers a lower cost for Cash and SRS investors.

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China Funds

Blackrock BGF China Bond Fund

ISIN: LU1847653497 (SGD)

screenshot of details of Blackrock BGF China Bond Fund

The Fund, led by a deep bench of investment experts, focuses on bottom-up credit selection by using a structured and holistic investment process to allocate in corporate debt instruments in the Emerging Market.

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Schroder ISF Greater China Fund

ISIN: LU2289885027 (CLASS C)

screenshot of details of Schroder ISF Greater China Fund

Incepted back in 2002, Schroder ISF Greater China Fund uses a time-tested process of picking quality growth-focused stocks of China, Hong Kong, and Taiwan companies. While the Class F (LU1317429246) version of this Fund was already available on Fund Smart since October 2020, Endowus has worked with Schroders to launch the Class C (LU2289885027), which is clean share class that provides a lower cost for Cash and SRS investors.

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Asian Funds

Blackrock BGF Asian Tiger Bond Fund

ISIN: LU0969580215 (SGD)

screenshot of details of Blackrock BGF Asian Tiger Bond Fund

The Blackrock BGF Asian Tiger Bond, which invests in bonds issued by governments and companies in Asia excluding Japan, has consistently outperformed its benchmark and peers while achieving a lower volatility.

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Schroder ISF Asian Opportunities Fund

ISIN: LU2264145090 (SGD)

screenshot of details of Schroder ISF Asian Opportunities Fund

The Fund, run by a strong bench of PMs and analysts who have delivered favourable risk-adjusted return across their strategies, adopts a unique full-cycle approach to actively manage credit, duration, and currency profile of the portfolio to generate alpha in different market conditions and manage downside risk.

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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.

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Investment Office Monthly Fund Digest (March 2021)

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