Currently Singapore’s only Fund of Exchange Traded Funds (ETFs) with BlackRock (Singapore) Limited as a model provider, the Lion-OCBC Global Core Fund offers investors the potential opportunity to enjoy sustainable income and long-term capital growth.
Hustle harder with Lion-OCBC Global Core Fund
Receive potential regular income with global ETFs, now at a lower cost:
Annual management fee of 0.6% p.a.
Up to 2.0% one-time sales charge at point of sale
Target Distribution Policy
3.5% p.a. for the Moderate fund
4.5% p.a. for the Growth fund
Payouts will differ based on your choice of Moderate or Growth fund, and the currency share class.
Payouts are not guaranteed and may be changed at the Fund Manager’s discretion without prior notice.
An exclusive opportunity for FRANK/OCBC customers
Professional expertise you can trust
Built with iShares ETFs, the Fund accesses BlackRock's proprietary asset allocation models and is managed by Lion Global Investors, one of the largest asset managers in Southeast Asia, at their full discretion.
Lion Global Investors
One of the largest asset managers in Southeast Asia, Lion Global Investors' core competency is in managing Asian Equities and Fixed Income investments worldwide.
BlackRock (Singapore) Limited
iShares® by BlackRock is a global leader in ETFs, with more than a decade of expertise and commitment to individual and institutional investors. iShares has over 700 funds globally across multiple asset classes and strategies, and more than USD$1.4 trillion in assets under management as of 31st March 2017.
Key fund features
Receive potential quarterly payouts
3.5 % p.a.
4.5 % p.a.
Payouts will differ based on your choice of Moderate or Growth fund, and the currency share class. Payouts are not guaranteed and may be changed at the Fund Manager's discretion without prior notice.
Enjoy lower fees with cost-efficient ETFs
Annual Management Fee
0.6 % p.a.
One-time sales charge up to
2.0 % at point of sale
The Fund is subject to additional trustee and custody fees, administrative fees, and underlying ETF fees. Refer to the Fund's prospectus for the full range of charges.
Easy access to global markets and asset classes
Typical exposure to
10 - 15 ETFs with just one fund
For illustrative purposes only.
Managing investment risks
Investing globally will always come with risks. An investment may lose value due to factors such as changes in asset prices, interest rates or foreign exchange rates. We take a 3-step approach to manage these risks:
Anticipate Risks Through Market Evaluation
The Lion-OCBC Global Core Fund’s investment strategy uses research views expressed via BlackRock’s models, amongst other inputs, to assess the expected market outlook and identify key risk factors.
Dynamic Asset Allocation
With a dynamic asset allocation strategy, the Fund is rebalanced as needed based on market conditions while keeping your investments diversified.
Managing Foreign Exchange Risk
We give you the option to invest in USD, SGD-hedged or AUD-hedged share classes, thus reducing Foreign Exchange impact in your currency of choice through the use of financial tools.
INVESTMENT OPTIONS AND PERKS TO GET YOU GOING
Invest in Disruptive Tech
Opportunities await those who embrace change. Once you have built your core portfolio, you may consider the LionGlobal Disruptive Innovation Fund, which helps you with long-term capital growth from just S$100.
Potential regular payouts of approximately 7% p.a.
Investing in alternative sources of income, the BlackRock Global Funds – Dynamic High Income Fund seeks to generate potential payouts of approximately 7% p.a. while managing risk.
Getting started with ETFs in the age of disruption
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