Fund Rationale: BlackRock BGF Asian Tiger Bond Fund

BlackRock BGF Asian Tiger Bond Fund (the “Fund”)
SGD Hedged Class D2 Retail Accumulation Shares (ISIN: LU0969580215)
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Endowus have selected the Fund for its consistent outperformance of its benchmark and peers, and its experienced team of portfolio managers.

Key Information

Fund Objective: Seeks to outperform the JPM Asian Credit Index by investing at least 70% of its total assets in the fixed income transferable securities of issuers domiciled in or exercising the predominant part of their economic activity in Asian countries.

Suitability: Investors who seek to maximise total return, invest in bonds issued by governments and companies in Asia excluding Japan, and are informed investors willing to adopt capital and income risk.

* Total Fund-level Fees include fund management fee of 0.50%.
** 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: 2 February 1996
Share Class Inception: 25 September 2013
Benchmark: JP Morgan Asia Credit Index

Fund AUM: SGD 7.8bn
Source: MorningStar as of 8 March 2021. Please refer to the FMC page for the most updated AUM.

Regional Allocation:

Sector Allocation:

Source: MorningStar as of 31 January 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 have selected the BlackRock BGF Asia Tiger Bond Fund as it has generated the best and most consistent performance amongst its peers, steadily tracking the JACI and outperforming most of its peers on a three-year rolling basis. Such favourable performance was only accompanied with a volatility lower than the benchmark and most of its peers, with the highest 12-month worst return, demonstrating its ability to control drawdown. The Fund is led by three portfolio managers -- Ronie Ganguly, Artur Piasecki, Neeraj Seth -- with an average experience of 20 years, managing with not only BlackRock’s emphasis on research to identify opportunities ahead of the market, but also integrating ESG considerations at every stage of the investment process.

Updated by Endowus: March 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.