To The Moon

Fund Objective The investment objective of the Fund is to achieve medium to long term capital appreciation. The Fund invests primarily in equities listed on the Singapore Exchange Securities Trading Limited that offer attractive and sustainable dividend payments with the potential for long term capital appreciation and may also invest in non-Straits Times Index (FTSE STI) component stocks as well as equities listed outside of Singapore with similar characteristics. The Fund does not have a reference benchmark as it is managed on a total return basis pursuant to its investment objective and as such, may not seek to outperform any benchmark. Fund Documents Brochure

Fund Objective The investment objective of the Fund is to provide a total return of capital growth and income over the medium to long term by investing in equity investments listed and traded on the Tokyo Stock Exchange The Fund's investment focus is to invest in a diversified portfolio of dividend producing equity investments listed and traded on the Tokyo Stock Exchange that offer attractive and sustainable dividends from companies with relatively strong sustainable cash flows, stable growth and stable dividend payout. The Fund will be actively managed and may allocate up to 30% of its NAV to cash to manage any downside market fluctuations. (Please note that for the Hedged Classes, the Managers intend to mitigate currency risk by hedging the currency exposure of the assets of the Fund th

Watch Kenneth Tang, Senior Portfolio Manager of Asian Equity, as he shares how he manages the Nikko AM Shenton Thrift Fund and reasons why investors should consider investing in the Fund. Important information: This video is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This video does not constitute personal investment advice or a personal recommendation and it does not consider in any way the objectives, financial situation or needs of any recipients. All recipients are recommended to consult with their independent tax, financial and legal advisers prior to any investment. This video is for information purposes only and is not intended to be an offer, or a solicit

13 September 2024 Responding to changes is crucial to long-term success Iain Fulton, Investment Director, Global Equity In a transitioning and transforming world, change truly is the only constant.  However, change can bring both opportunity and threat.  How we respond to these changes as investors is clearly crucial to our long-term success. Q1: Does the AI investment theme still offer significant long-term potential? When we are confronted with truly significant change, we can often react in ways that are not entirely rational.  If the change represents a perceived threat, our fight or flight response can be triggered, leading us to resist the change or ignore it in the hope that it might go away. While there are clearly risks, resisting the opportunities presented by arti

20 September 2024 Exploring the trade, economic and geopolitical implications Asian Equity Team Pricing in risks associated with trade and protectionism, geopolitics US President Joe Biden’s faltering performance at the 27 June presidential debate and subsequent gaffe at the North Atlantic Treaty Organization (NATO) Summit press conference stoked growing concerns among Democrats over his ability to beat Donald Trump at the polls. His subsequent decision to withdraw from the race and pass the torch to Vice President Kamala Harris left party supporters rushing to reset campaign strategy. On the other side, the Republican camp overwhelmingly endorsed Trump as their presidential candidate. With this in mind, a second term in the White House for the business mogul is a possibility, unless there

28 August 2024 Exploring hidden opportunities amid a push for more active cash use Yu Sato, Lead Portfolio Manager Japan, a nation of “cash-rich” companies, is undergoing corporate reforms aimed at raising valuation of companies by improving their capital efficiency. This includes leveraging existing corporate savings for shareholder distribution and investing for future growth. The reforms, along with cash-rich companies' historical outperformance and strategic options due to their ample cash holdings, make these firms well worth exploring. A country of cash-rich companies With its firms having held a higher amount of savings than those in other developed economies over the past three decades (Chart 1), Japan can be described as a country of “cash-rich” companies. As with many aspects of

Why they warrant the attention of global investors Grace Yan, Senior Portfolio Manager, Asian Equity 22 July 2024 South Korea’s “indie[1]” cosmetics brands: vibrant alternative to large conglomerates It’s no secret that the global beauty industry has come to be dominated by smaller South Korean players.  The “hallyu” wave, also known as the Korean wave, started in the 1990s and ignited the global popularity of South Korean culture and entertainment. Today, this includes beauty trends, blazing a trail across the world with their “K-beauty” skincare and cosmetic products. Terms like “glass skin” have become established globally among the beauty-conscious, along with the 10-step skincare routine prescribed to achieve the hydrated, ‘glowy’ look. South Korea may be known for its large cong

27 Jun 2024 Kenneth Tang Senior Portfolio Manager, Asian Equity Singapore recently had its first leadership change in 20 years. What does this mean for the Singapore market? Watch Kenneth Tang as he provides 3 key takeaways. Important information: This video is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This video does not constitute personal investment advice or a personal recommendation and it does not consider in any way the objectives, financial situation or needs of any recipients. All recipients are recommended to consult with their independent tax, financial and legal advisers prior to any investment. This video is for information purposes only and is not

By Gerald Wong, CFA, Beansprout 26 Jun 2024 7 min read We compare bond ETFs to Singapore T-bills to find out if they are a good complement for investors looking to earn an attractive yield. This post was created in partnership with Nikko Asset Management Asia Limited. All views and opinions expressed in this article are Beansprout's objective and professional opinions. What happened? Demand for T-bills has been very strong recently.  Applications for the 6-month T-bill reached a record high of S$16.0 billion in the auction on 11 April, as the yield on the T-bill remained elevated.  At the same time, investors regained confidence tha

by Timothy Ho, Dollars and Sense June 13, 2024 By adding a bond exposure, we can improve the resilience of our portfolios while still maintaining our returns. This article was written in collaboration with Nikko Asset Management. All views expressed in this article are the independent opinion of DollarsAndSense.sg based on our research. DollarsAndSense.sg is not liable for any financial losses that may arise from any transactions and readers are encouraged to do their own due diligence. You can view our full editorial policy here. In the investment world, stocks often command more attention compared to bonds. T