LionGlobal Investors – Singapore Dividend Equity Fund Review
Fund objective
LionGlobal Investors – Singapore Dividend Equity Fund aims to provide investors with regular distributions and long-term capital growth by investing primarily in high and/or sustainable dividend yielding equities (including real estate investment trusts, business trusts and exchange traded funds) listed on the Singapore Exchange Securities Trading Limited(Mainboard and Catalist). The Fund may also invest in high dividend yielding equities (including real estate investment trusts, business trusts and exchange traded funds) listed outside of Singapore. The investments of the Fund shall be diversified into the various sectors of the Singapore equities markets.
Investment Strategy
LionGlobal Investors – Singapore Dividend Equity Fund will invest primarily in high and/or sustainable dividend yielding equities (including real estate investment trusts, business trusts and exchange traded funds) listed on the Singapore Exchange Securities Trading Limited (Mainboard and Catalist). The Sub-Fund may also invest in high dividend yielding equities (including real estate investment trusts, business trusts and exchange traded funds) listed outside of Singapore. The investments of the Sub-Fund shall be diversified into the various sectors of the Singapore equities markets.
Who is LionGlobal Investors – Singapore Dividend Equity Fund suitable for?
LionGlobal Investors – Singapore Dividend Equity Fund is only suitable for investors who:
- seek regular distributions and long-term capital growth
- are comfortable with the volatility and risks of investing in equities (including real estate investment trusts, business trusts and exchange traded funds) listed on the Singapore Exchange and listed outside of Singapore
Dividend or Income payout frequency: Quarterly
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of LionGlobal Investors – Singapore Dividend Equity Fund?
The value of LionGlobal Investors – Singapore Dividend Equity Fund 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 LionGlobal Investors – Singapore Dividend Equity Fund are described below:
Market and Credit Risks
- You are exposed to market risk
- You are exposed to currency risk
Liquidity Risks
- You are exposed to liquidity risk
- The Fund is not listed in Singapore and you can redeem only on Dealing Days
Product-Specific Risks
- You are exposed to Derivatives Risk
- You are exposed to Concentration Risk
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 LionGlobal Investors – Singapore Dividend Equity Fund
- LionGlobal Investors – Singapore Dividend Equity Fund (Open in New Window)
- LionGlobal Investors – Singapore Dividend Equity Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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