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.
*Past performance is not a reliable indicator of future performance and any projections indicated in this advertisement are not guaranteed and should not be relied upon as an indication of future results. Past performance information may also be out of date. Investment involves risk. As such, the capital value of investments and the income from them may go down as well as up and may become valueless. You should carefully consider whether any investment views and products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice via Endowus’ platform. This advertisement has not been reviewed by the Monetary Authority of Singapore.