Fund Rationale: United Global Quality Growth Fund

UOB United Global Quality Growth Fund (the “Fund”)

SGD Retail Class B Accumulation Shares (ISIN: SG9999017495)
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Daily Price & Charts

SGD Hedged Retail Class C Accumulation Shares (ISIN: SGXZ31699556)
Fund Manager Page
Daily Price & Charts

Endowus has selected the United Global Quality Growth Fund for its exposure to  a diversified basket that consists primarily of large-cap growth equities, carefully selected by the Fund’s management team.

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Key Information

Fund Objective: Seeks to provide long-term total return by investing in equity and equity-related securities of companies listed and traded on stock exchanges globally.

Suitability: Investors who seek total return over the long term, and are comfortable with the risks of investing in a global equity fund.

The Class C Shares is on the CPF Investment Scheme - List A Fund, and is included under the CPF Investment Scheme for Ordinary Account. It has been classified by the CPF Board under the risk class of “High Risk – Broadly Diversified.”

Cost (Class B, Cash/SRS):
UOB_United_Global_Quality_Growth_Fund_Class_B_Cost.png
* Total Fund-level Fees include fund management fee of 1.0%.
** Endowus do not charge a preliminary sales charge or any other additional fees, other than the all-in Endowus Access Fee.

Cost (Class C, CPF):
UOB_United_Global_Quality_Growth_Fund_Class_C_Cost.png
* Total Fund-level Fees include fund management fee of 1.0%.
** Endowus do not charge a preliminary sales charge or any other additional fees, other than the all-in Endowus Access Fee.

Fund Characteristics

Fund Inception: 11 November 2016
Share Class Inception: 16 January 2018 (Class B), 27 November 2018 (Class C)
Benchmark: MSCI All Country World Index

Fund AUM: SGD 1.05bn
Source: MorningStar as of 25 May 2021. Please refer to the FMC page for the most updated AUM.

Regional Allocation:
UOB_United_Global_Quality_Growth_Fund_Region.png

Sector Allocation:
UOB_United_Global_Quality_Growth_Fund_Sector.png

Source: MorningStar as of 30 April 2021. Allocation data indicate actual exposure as a percentage of the Fund's total Net Asset Value. Please refer to the Fund Manager Page for the most updated information on Fund Holdings and Breakdown.

Selection Criteria

Endowus has selected the United Global Quality Growth Fund for its exposure to  a diversified basket that consists primarily of large-cap growth equities, carefully selected by the Fund’s management team. 

While we think that the track record is too short to be highly informative of the management’s capability, just as a reference, since the inception of its oldest share class, the Fund has delivered consistent outperformance to the benchmark, while keeping the risk level in line with the benchmark.

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Updated by Endowus: June 2021

** Disclaimer: Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, express or implied, is made regarding future performance. Any opinions expressed reflect a judgment at the original date of publication by us and are subject to change without notice.
The prospectus, profile statement, product highlight sheet, fund factsheet or other offer or product documents may contain references about the expected risk tolerance of their target investors. These are in no way indicative of how we at Endowus have assessed your risk tolerance based on your stated objectives and financial situation. Endowus accepts no responsibility for investment decisions made in response to the expected risk tolerance levels mentioned in the product or offer documents.