UOB Asset Management – United Global Asset Rotator Class Fund Review
Fund objective
UOB Asset Management – United Global Asset Rotator Class Fund aims to achieve long-term appreciation by strategic allocation of the Fund’s assets into different asset classes (including but not limited to equities, fixed income, commodities, foreign exchange and money market instruments) corresponding to market conditions.
Investment Strategy
UOB Asset Management – United Global Asset Rotator Class Fund aims to achieve its investment objective through a diversified global portfolio which may invest in a combination of ETFs, offshore collective investment schemes and local collective investment schemes (the “Underlying Funds”), as well as invest directly in equities and debt securities.
The Fund is designed to optimise returns while limiting the risk to result in desirable risk-adjusted returns. It is expected that the Fund may, through investments in certain ETFs, have exposure to commodities or commodity indices comprising one or more commodities. Depending on the commodity ETFs invested into, the Fund’s exposure to a particular commodity or commodity index may vary from time to time. In severe market corrections and downturns, markets tend to be associated with high volatility and increased correlation among different asset classes. Conversely, during positive trending market conditions, the markets typically exhibit lower correlation. UOB Asset Management – United Global Asset Rotator Class Fund will make use of these characteristics to evaluate the general market condition.
The Managers will analyse a wide variety of global assets and use their indepth research capability to determine the attractiveness of each asset class in terms of its risk-adjusted returns. The allocation between asset classes will be actively managed by the Managers, who will adjust dynamically for changing market conditions, and take into account market trends as well as volatility. If the Managers find that there are no suitable investment opportunities for the Fund at any time, they may temporarily invest the Fund’s assets in money market instruments and/or short term debt securities and/or hold cash deposits. The Fund may use or invest in FDIs for the purposes of hedging, efficient portfolio management or optimising returns or a combination of these purposes.
Who is UOB Asset Management – United Global Asset Rotator Class Fund suitable for?
UOB Asset Management – United Global Asset Rotator Class Fund is only suitable for investors who:
- seek to achieve long-term appreciation
- are comfortable with the volatility and risks of a fund which invests in different asset classes
Dividend or Income payout frequency:
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of UOB Asset Management – United Global Asset Rotator Class Fund?
The value of UOB Asset Management – United Global Asset Rotator Class 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 UOB Asset Management – United Global Asset Rotator Class Fund are described below:
Market and Credit Risks
- You are exposed to the market risk
- You are exposed to credit and default risk
- You are exposed to equity risk
Liquidity Risks
- The Sub-Fund is not listed and you can redeem only on Dealing Days
- You are exposed to liquidity risk in the Sub-Fund’s investments
Product-Specific Risks
- You are exposed to derivatives risk
- You are exposed to political, regulatory and legal risk
- You are exposed to foreign exchange and currency risk
- You are exposed to risk relating to distributions
- You are exposed to interest rate risk
- Other risks to your investment include single country, sector or region risk, counterparty risk, broker risk, debt securities risk, exceptional market conditions, actions of institutional investors and investment management 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 UOB Asset Management – United Global Asset Rotator Class Fund
- UOB Asset Management – United Global Asset Rotator Class Fund Fact Sheet (Open in New Window)
- UOB Asset Management – United Global Asset Rotator Class Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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