Eastspring Investments Pan European Fund SGD
Eastspring Investments Pan European Fund SGD Morningstar Category®: Europe LargeCap Blend Equity
Eastspring Investments Pan European Fund SGD Morningstar® Overall Rating: 
(4 / 5)
Fund objective
Eastspring Investments Pan European Fund SGD aims to maximise long-term total return by investing in equity and equity-related securities of companies, which are incorporated, or have their area of primary activity, in Europe (including the United Kingdom).
Eastspring Investments Pan European Fund SGD may also invest in depository receipts, including American Depository Receipts (ADRs) and Global Depository Receipts(GDRs), debt securities convertible into common shares, preference shares and warrants. The Manager intends to achieve this investment objective by investing all or substantially all of the assets of the Eastspring Investments Unit Trusts – Pan European Fund into the Luxembourg-domiciled Eastspring Investments – Pan European Fund which shares the same investment objective.
Investment Strategy
Eastspring Investments Pan European Fund SGD intends to achieve the above investment objective by investing all or substantially all of the assets of the Fund into the Luxembourg-domiciled Eastspring Investments – Pan European (the “underlying fund”) which shares the same investment objective.
The underlying fund may also invest in depository receipts, including ADRs and GDRs, debt securities convertible into common shares, preference shares and warrants. The underlying fund seeks to capitalise on compelling investment opportunities from across the pan-European investment universe. Its portfolio has a growth bias.
The Sub-Manager of the underlying fund adopts a bottom-up approach to stock selection, based on detailed fundamental research.
Who is Eastspring Investments Pan European Fund SGD suitable for?
Eastspring Investments Pan European Fund SGD is only suitable for investors who:
- Seek regular income and capital growth.
- Are comfortable with the risks of a fund investing mainly in US Dollar denominated bonds
issued in the US and Asia. - Appreciate that their capital will be at risk and that the value of their investment and any derived income may fall as well as rise.
Dividend or Income payout frequency: N.A
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of Eastspring Investments Pan European Fund SGD?
The value of Eastspring Investments Pan European Fund SGD and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with Eastspring Investments Pan European Fund SGD are described below:
Market and Credit Risks
- You are exposed to portfolio risks of an equity fund and market risks in European (including United Kingdom) markets.
- You are exposed to currency risks.
- You are exposed to counterparty risks
- You are exposed to liquidity risks of the underlying funds’ investments.
Liquidity Risks
- The Fund is not listed and you can realise your units only on Business Days.
- Your realisation request may be deferred or suspended.
Product-Specific Risks
- You are exposed to derivatives risks.
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about Eastspring Investments Pan European Fund SGD
- Eastspring Investments Pan European Fund Fact Sheet (Open in New Window)
- Eastspring Investments Pan European Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser.
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