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How to access a diversified income portfolio beyond T-bills
@BeansproutSG:Many investors in Singapore have been putting their savings into T-bills in recent months. On the other hand, the share prices of Singapore REITs have fallen sharply with the rise in interest rates. As the Fed transitions from rate hikes, pause, to eventual rate cuts, we must prepare out portfolios to weather various potential economic outcomes. Against this backdrop, we believe that bonds, equities, and REITs can all work well together in a diversified multi-asset portfolio to deliver long term returns and a consistent dividend stream. The United SG Dynamic Income Fund was recently launched to meet the needs of investors seeking to earn an attractive income while achieving stable returns in any economic condition. Some of the key highlights of the United SG Dynamic Income Fund include: - Mixed asset strategy across five asset classes primarily in Singapore - Attractive income - Best-of-the-best security selection - Powered by AI-Augmentation @ UOBAM The United SG Dynamic Income Fund is a first of its kind fund to have five asset classes in one fund with the objective of offering income, growth and stability. - Singapore REITs - Singapore Equities - Singapore Bonds - Singapore Money Market Instruments - Asia Equities The portfolio allocation process will involve the main portfolio manager making the asset allocation call by applying UOBAM’s proprietary artificial intelligence (AI)-augmentation capabilities. The United SG Dynamic Income Fund aims to offer investors with a potential regular monthly income of up to 6% per annum*. The recently launched fund is now available for subscription on Tiger Brokers. Receive bonus credit units worth up to $100 when you invest with Tiger Brokers during the IOP period, which will end on 15 November 2023. After the IOP, you can still invest in the fund via Tiger Brokers. Learn more about the United SG Dynamic Income Fund https://growbeansprout.com/gain-access-to-a-diversified-income-portfolio-beyond-t-bills $Straits Times Index(STI.SI)$ $DBS GROUP HOLDINGS LTD(D05.SI)$ $UNITED OVERSEAS BANK LIMITED(U11.SI)$ $OVERSEA-CHINESE BANKING CORP(O39.SI)$ $CapLand IntCom T(C38U.SI)$ $Mapletree PanAsia Com Tr(N2IU.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $Mapletree Log Tr(M44U.SI)$ $Mapletree Ind Tr(ME8U.SI)$ $Keppel DC Reit(AJBU.SI)$ *Distributions are not guaranteed. Distributions may be made out of income, capital gains and/or capital. This relates to the disclosed distribution policy as set out in the Fund’s prospectus. Important notice and disclaimers This document is for general information only. It does not constitute an offer or solicitation to deal in units in the Fund (“Units”) or investment advice or recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. The information is based on certain assumptions, information and conditions available as at the date of this document and may be subject to change at any time without notice. No representation or promise as to the performance of the Fund or the return on your investment is made. Past performance of the Fund or UOB Asset Management Ltd (“UOBAM”) and any past performance, prediction, projection or forecast of the economic trends or securities market are not necessarily indicative of the future or likely performance of the Fund or UOBAM. The value of Units and the income from them, if any, may fall as well as rise, and is likely to have high volatility due to the investment policies and/or portfolio management techniques employed by the Fund. Investments in Units involve risks, including the possible loss of the principal amount invested, and are not obligations of, deposits in, or guaranteed or insured by United Overseas Bank Limited (“UOB”), UOBAM, or any of their subsidiary, associate or affiliate (“UOB Group”) or distributors of the Fund. The Fund may use or invest in financial derivative instruments and you should be aware of the risks associated with investments in financial derivative instruments which are described in the Fund’s prospectus. The UOB Group may have interests in the Units and may also perform or seek to perform brokering and other investment or securities-related services for the Fund. Investors should read the Fund’s prospectus, which is available and may be obtained from UOBAM or any of its appointed agents or distributors, before investing. You may wish to seek advice from a financial adviser before making a commitment to invest in any Units, and in the event that you choose not to do so, you should consider carefully whether the Fund is suitable for you. Applications for Units must be made on the application forms accompanying the Fund’s prospectus. Distributions will be made in respect of the Distribution Classes of the Fund. Distributions are based on the NAV per unit of the relevant Distribution Class as at the last business day of the calendar month or quarter. The making of distributions is at the absolute discretion of UOBAM and that distributions are not guaranteed. The making of any distribution shall not be taken to imply that further distributions will be made. UOBAM reserves the right to vary the frequency and/or amount of distributions. Distributions from a fund may be made out of income and/or capital gains and (if income and/or capital gains are insufficient) out of capital. Investors should also note that the declaration and/or payment of distributions (whether out of income, capital gains, capital or otherwise) may have the effect of lowering the net asset value (NAV) of the relevant fund. Moreover, distributions out of capital may amount to a reduction of part of your original investment and may result in reduced future returns. Please refer to the Fund's prospectus for more information. This advertisement has not been reviewed by the Monetary Authority of Singapore.
How to access a diversified income portfolio beyond T-billsDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.