To The Moon

In the Unit Trust universe, there are thousands of funds from various fund providers investors can choose from to include in their portfolios. In this vein, we believe that many of our platform investors could perhaps be struggling to sieve out the funds that best suit their investment needs.

Hence, we have come out with an article series “Fund House introduction”, to provide our investors with more insights into the various Fund Houses. In essence, the article series will eliminate the need for investor to go through the process of researching on which fund provider they should look to when investing in a specific geographical location, sector or even themes. Today, we will be interviewing @LionGlobalInvestors to find out more about their specialty for our platform investors’.

An introduction to LionGlobal Investors

@LionGlobalInvestors is a member of the Overseas-Chinese Banking Corporation (OCBC). Established in Singapore since 1986, LionGlobal Investors is one of the leading asset managers in Southeast Asia and have been helping their clients navigate the Asian markets for more than 35 years. As at 31 March 2022, the asset manager’s AUM stands at S$69.2 billion, which highlights the trust investors have placed on them to manage their monies.

What can LionGlobal Investors bring to the table

@LionGlobalInvestors has won more than 130 industry and peer review awards in 22 years, making them amongst the most trusted names in the fund management industry. Their accolades comes on the back of the firm’s investment teams in-depth knowledge and insights of markets in Asia gives them the edge to deliver investment solutions across equities, fixed income and multi assets strategies by combining fundamental top-down analysis of the macroenvironment with rigorous bottom-up analysis of the securities. Such holistic investment approach in their view can systematically identify opportunities to add value to their clients’ portfolios.

Is there a fund that investors should invest into right now and why?

In the team’s view, the investment outlook has become more challenging with the escalation of the Russian-Ukraine conflict, hawkish Fed and rising inflationary pressures. From an investment perspective, holding excess idle cash erodes one’s purchasing power especially after adjusting for inflation. On this note, investors have begun to realise the need to better preserve and grow their capital while waiting to enter the market. Baring such a concern in mind, the team recommends investors of Tiger Brokers to consider allocating some of their monies into is the $LionGlobal New Wealth Series - LionGlobal SGD Enhanced Liquidity A Acc SGD(SG9999019293.SGD)$ Fund.

Read also: 3 Yield Enhancing Strategies to temporarily park your monies

The fund is designed to preserve capital, enhance income and provide a high level of liquidity by investing in a portfolio of high quality debt instruments. The Fund’s approach to enhancing income while providing liquidity is to invest in a high quality portfolio of debt instruments diversified across varying issuers and tenures while maintaining a weighted average portfolio credit rating of A- and a weighted average duration of around 12 months.

Access and invest in over 1000 funds distributed by Tiger Brokers. Go to the Quote section on the app and slide the top bar to Funds to explore the full suites of funds we have on Fund Mall!