First Sentier Bridge Fund SGD-Hedged (Dist.)(SG9999002067)
- Multi-asset
- Asia
- SGD Cash, CPF OA, CPF SA, SRS
- Distributing
The Fund aims to provide an annual distribution income and medium term capital stability from investments focused in the Asia Pacific ex-Japan region by investing all or substantially all of its assets in the FSSA Asian Equity Plus Fund (equity) and ...
Provides diversified exposure to Asian equities and fixed income through an equal-weighted allocation to the FSSA Asian Equity Plus Fund and the First Sentier Asian Quality Bond Fund. Employs an active rebalancing strategy, typically conducted daily, to maintain the 50/50 target allocation and capitalize on relative value opportunities between asset classes. Targets a consistent semi-annual distribution, currently aimed at 4% per annum, sourced from portfolio income and realized capital gains.
Managed by a lead team including Martin Lau, Managing Partner of FSSA, and Nigel Foo, Head of Asian Fixed Income, who oversee the equity and bond components respectively. Supported by the broader FSSA Investment Managers and First Sentier Asian Fixed Income teams, which average over 10-14 years of industry experience. The investment process benefits from a stable, boutique-style structure with senior team alignment through long-term equity ownership and performance-linked compensation.
Targets medium-term capital stability and long-term capital growth by blending the risk-return profiles of Asian investment-grade credit and quality equities. Exhibits defensive characteristics designed to maintain lower annualized volatility and reduced maximum drawdowns compared to pure equity portfolios. Aims for repeatable outperformance relative to its composite benchmark (50% MSCI AC Asia Pacific ex Japan / 50% JPM JACI Investment Grade Index) over a full market cycle.
The equity sleeve utilizes a bottom-up fundamental approach to identify high-quality companies with sustainable franchises and long-term growth drivers. The fixed income sleeve focuses on investment-grade sovereign and corporate debt (rated BBB- or higher) with a primary emphasis on fundamental credit analysis and risk management. Portfolio construction includes a dedicated SGD-hedged fixed income exposure to mitigate currency risk for Singapore-based investors.
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
It serves as a core balanced allocation for investors seeking regional participation in Asia's long-term growth with a moderate risk profile. The fund is suitable for income-seeking investors looking for regular distributions supported by a robust underlying active investment process.
Daily data. Returns as of 30 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 1.7% | 2.0% | -6.9% | 5.4% | 5.3% | 0.5% | -1.5% | 1.6% | -1.7% | - | - | - |
| 2025 | 7.9% | -1.3% | 0.9% | 0.7% | -1.0% | 0.8% | 1.2% | 1.5% | 1.0% | 2.5% | 1.8% | -0.5% | 0.1% |
| 2024 | 6.8% | -2.7% | 1.9% | 1.5% | 0.6% | 0.4% | 2.6% | -0.5% | 1.1% | 3.4% | -1.8% | 0.1% | 0.2% |
| 2023 | -0.9% | 4.3% | -2.6% | 0.8% | 0.3% | -2.0% | 0.5% | 0.5% | -3.8% | -2.2% | -2.5% | 2.7% | 3.2% |
| 2022 | -13.8% | -2.5% | -2.0% | -2.7% | -3.1% | -0.9% | -2.5% | 0.6% | 0.3% | -5.7% | -5.2% | 10.0% | -0.2% |
| Load more | 5 of 24 | ||||||||||||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.03% |
| 2 Year Treasury Note Future Dec 26 (2026-12-31 Maturity) | 5.00% |
| Samsung Electronics Co Ltd Pfd Registered Shs Non-Voting | 4.31% |
| Tencent Holdings Ltd | 3.34% |
| Ultra US Treasury Bond Future Dec 26 (2026-12-21 Maturity) | 2.96% |
| MediaTek Inc | 2.86% |
| 5 Year Treasury Note Future Dec 26 (2026-12-31 Maturity) | 2.73% |
| ICICI Bank Ltd | 2.18% |
| SK hynix Inc | 2.10% |
| Australia (Commonwealth of) 1.75% (2051-06-21 Maturity) | 2.08% |
| AIA Group Ltd | 1.83% |
| Danantara Investment Management PT 5.35% (2031-06-18 Maturity) | 1.72% |
| Oversea-Chinese Banking Corp Ltd | 1.35% |
| Midea Group Co Ltd Class A | 1.33% |
| Lite-On Technology Corp | 1.29% |
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