LionGlobal Singapore Physical Gold Fund SGD-Hedged(SGXZ74563800)
- Commodities
- Singapore
- SGD Cash
- Accumulating
First retail gold fund backed by physical gold, fully insured and vaulted in Singapore made available to retail investors. Passively managed fund that provides direct exposure to gold in a cost-effective manner.
Physical gold held is segregated from the custodian's bank balance sheet; in the event of a default, the gold asset remains the property of the Fund. Gold holdings are also insured within the insurance policy of the custodian bank.
Founded in 1986, Lion Global Investors (LGI) is one of the leading asset managers in Singapore, overseeing more than SGD 70 billion in assets, with an average investment experience of over 25 years.
LGI has a diverse mix of strong local partners. It is jointly owned by OCBC Group, the second-largest financial services group in Southeast Asia by assets, and Great Eastern, the oldest life insurance group in Singapore and Malaysia. The Fund’s custodian is Standard Chartered. In addition, the Fund will be distributed through multiple platforms in partnership with local institutions such as Singlife and MariBank.
The Fund will be led by Desmond, CIO, who brings over 30 years of experience, alongside Kian Ping, who has more than 19 years of experience. Together, they cover a broad range of strategies across both absolute return mandates and multi-asset strategies.
The Fund’s investment style is passive therefore, no dedicated investment research is needed to implement the strategy. Only the portfolio managers are authorized to execute trades.
The Fund is typically invested as much as possible in physical gold bars, at least 95% of the Fund while the remainder is held in credit accounts backed by an aggregate pool of gold rather than specific gold bars.
The physical gold is stored in secure vaults in Singapore with 24/7 security. In addition, the gold held in the Fund’s allocated and unallocated accounts is fully insured.
Investors looking for diversification to the traditional equity and bond asset classes can consider an allocation to Gold, as Gold has typically exhibited a low positive correlation with these asset classes.
Gold prices tend to be inversely related to the US dollar as well, potentially offering another form of diversification. Gold’s store of value characteristic further allows it to offer inflation hedging benefits, while Gold is also viewed as a safe haven asset that offers protection against severe macroeconomic events.
Investors should remain mindful that Gold as an asset class is inherently volatile and will likely experience periods of heightened volatility and drawdowns. Therefore, investors should always be mindful of the risk involved before investing in a specific asset class such as Gold.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 14.9% | 1.9% | -12.3% | 1.2% | -2.4% | -11.6% | 0.6% | 13.2% | - | - | - | - |
Initial investment
Subsequent investment
Lock-up period
Minimum amount
Disclaimer: ©2025 Morningstar. All Rights Reserved. The information contained here relating to a particular collective investment scheme: (1) is proprietary to Morningstar Research Pte. Limited and/or its content providers (“Information Provider(s)“) unless otherwise specified; and (2) may not be copied or distributed. Neither the Information Provider nor Endowus guarantee or endorse the accuracy, reliability, completeness or timeliness of the information, or are responsible for any damages or losses arising from any use of this information. Further, for technical reasons, certain information provided by Information Provider may be different from that supplied by the respective fund houses.
This website is for information purposes only and is not and should not be construed as an offer or the solicitation of an offer or a recommendation for the purchase or sale of any investment or subscribe for, or to participate in, any services. Any opinion or estimate above is made on a general basis and none of Endowus, nor any of its affiliates, representatives, or agents have given any consideration to nor have made any investigation of the objective, financial situation, or particular need of any user, reader, any specific person or group of persons. Opinions expressed herein are subject to change without notice. You should carefully consider whether any investment views and investment products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice via Endowus' platform.
Investment involves risk. 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. Past performance is not an indicator nor a guarantee of future performance. 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.
You are responsible for downloads from this website. Endowus does not warrant that any downloads from this website will meet your needs or expectations, or be uninterrupted, secure, or error free or that any files available for downloading through this website are free of computer viruses or other harmful components. You alone are responsible for ensuring adequate protection and backup of data, software, computer, and other equipment is made and appropriate safeguard is in place to detect, prevent and eliminate computer viruses and other harmful effects. Neither Endowus nor the Information Provider will be responsible for any costs or expenses which may be incurred if your use of this website or if any downloads results in any servicing or replacement of property, material, equipment, or data.
This advertisement has not been reviewed by the Monetary Authority of Singapore.