Invest your way to a brighter future
Get S$100 worth of LionGlobal – All Seasons Fund (Growth) from us and get a head start on your personal finances as you begin your career!
FIRST THINGS FIRST, LET'S MAKE SENSE OF UNIT TRUSTS
WHAT ARE UNIT TRUSTS?
A unit trust is composed of a pool of monies from a group of investors, managed by a fund manager who then invests these monies in a variety of financial assets. The fund manager manages the funds to achieve potential gains and profit according to the fund’s investment goals and objectives.
WHAT ARE THE BENEFITS OF INVESTING IN UNIT TRUSTS
- Gain access to professional fund managers
- Invest and liquidate with ease on mobile
- Gain exposure to a diversified portfolio and reduce concentration risks
- Access global markets and grow your portfolio by investing internationally
HOW TO START INVESTING IN UNIT TRUSTS
Lump sum investment:
Start investing in unit trusts with a lump sum investment amount starting from S$1,000 (minimum investment amount varies with funds)
Monthly investment:
Invest with discipline and regularly with periodic investment contributions from as low as S$100/month. This option of investing also allows you to take advantage of dollar-cost averaging, as you stay invested through market movements, without timing the market and second guessing when is the best time to invest.
LionGlobal – All Seasons Fund (Growth)
Managed by LionGlobal, this is a simple and affordable multi-asset fund, built to better weather investment risks in all economic seasons. With a low cost and low frills, get higher odds of earning greater returns.
LionGlobal – All Seasons Fund (Growth) aims to generate capital appreciation over the long term by investing primarily in a diversified portfolio of active funds and ETFs. The fund targets an above average level of portfolio risk and will be invested in a mix of asset classes that suit an investor with an above average tolerance for risk.
Benefits of the LionGlobal – All Seasons Fund (Growth).
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DIVERSIFIED
A global balanced portfolio that gives investors access to a mix of asset classes that aims to suit an investor with an above average tolerance for risk with an asset allocation of 70% in equities and 30% in bonds.
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SIMPLE
Investing in the LionGlobal - All Seasons Fund (Growth) is as simple as logging online via OCBC mobile banking to place your investments
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LOW-COST
A cost-efficient portfolio with total expenses capped at 0.5% per annum
Learn about the fund via the product brochure, factsheet, prospectus or visit LionGlobal - All Seasons Fund (Growth) for more information.
