We are always working to bring the best-in-class funds and portfolios to fulfil your needs on Fund Smart. Here are 11 new funds added in May. We have classified the funds according to their asset class, sectors, or themes for your browsing — Real Estate, Equities and Emerging Markets.
The new funds are managed by top global fund managers such as AllianceBernstein (AB), Allianz Global Investors, Brandywine (affiliate of Franklin Templeton), Columbia Threadneedle, Neuberger Berman, and UOB Asset Management.
Real Estate Fund
United Asia Pacific Real Estate Income Fund
United Asia Pacific Real Estate Income Fund is one of the purest Asia Pacific REIT funds in the market without domestic bias, and offers a well-diversified basket of companies with sustainable distribution growth.
Low Volatility Funds
AB Low Volatility Equity Portfolio Fund
AB Low Volatility Equity Portfolio Fund offers downside protection during market downturns through its exposure to Quality, Stability, and Reasonable Price, underpinned by the discipline of "winning by losing less".
Emerging Market Funds
Neuberger Berman Short Duration Emerging Market Debt Fund
Neuberger Berman Short Duration Emerging Market Debt Fund is a diversified portfolio of hard currency, short duration EM debt instruments that offers a stable payout while achieving its investment objective of 3% average return over its benchmark before fees.
AB American Income Portfolio Fund
AB American Income Portfolio Fund offers a diversified portfolio of US debt, managed systematically by a highly experienced investment team to achieve its objective of providing attractive income and preserving capital in the long term.
AB Global Income Portfolio Fund
AB Global Income Portfolio Fund offers a diversified portfolio of global multi-sector debt securities, managed systematically by a highly experienced investment team to achieve its objective of providing attractive income and capital appreciation in the long term.
Legg Mason Brandywine Global Income Optimiser Fund
Legg Mason Brandywine Global Income Optimiser Fund offers a dynamic go-anywhere portfolio designed to maximise income, preserve capital, and protect against downside risks across all market conditions, which is managed by a team of highly experienced investment professionals.
Neuberger Berman Strategic Income Fund
Neuberger Berman Strategic Income Fund offers investors stable income and strong total returns through a diverse portfolio of multi-sector USD debt instruments, coupled with a good downside protection through a diverse, multi-sector portfolio managed by an experienced investment team.
High Yield Funds
AB Short Duration High Yield Portfolio Fund
AB Short Duration High Yield Portfolio Fund invests in high yield securities globally, while also positioning itself to limit downside volatility by emphasising shorter duration and higher quality within the universe, and is run by a team of highly experienced managers.
Allianz Global High Yield Fund
Allianz Global High Yield Fund employs a strong fundamental investment process, has a disciplined downside risk management procedure, and is managed by an experienced investment team.
Threadneedle US High Yield Fund
Threadneedle US High Yield Fund offers a diversified portfolio of US High Yield credit securities, managed by a highly experienced team using a rigorous credit research process and a broad credit coverage.
Quality Small Cap Funds
United Global Durable Equities Fund
United Global Durable Equities Fund, investing in a conviction-driven basket of stable and resilient companies from conventionally unfavoured industries worldwide, aims to achieve long-term total returns with lower beta, and will make a good addition to your traditional global equities portfolio.
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.
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.
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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.
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