- Cost-efficient management fee of 1% per annum
- 5-factor screening process that determines the 100 stocks and their respective weights in the fund
- Quarterly rebalancing
The Fund invests in a globally diversified portfolio of disruptive companies through a factor-based screening process. This removes human biases and emotions, which could lead to irrational investment decisions.
From an investable universe of disruptive companies, stocks are screened based on the following:
The portfolio is rebalanced every quarter.
100 global disruptive companies are shortlisted from the investable universe. These companies range from sectors such as:
It is very easy for anyone to invest in the LionGlobal Disruptive Innovation Fund because it offers:
With a low minimum subscription and management fee, the LionGlobal Disruptive Innovation Fund (“LGDIF”) allows you to invest in companies that create and benefit from disruptive trends. Through one fund, you can access a portfolio of 100 companies that could shape the future of the world.
The information and materials contained in this website are strictly for information purposes only and should not be considered as an offer or solicitation for the purchase or sale of units in the fund. Any interest in the fund should be directed to any of the LGI partner sites listed below.
No offer or solicitation: The information and materials contained in this website are strictly for information purposes only and should not be considered as an offer or solicitation for the purchase or sale of units in the funds, any securities or investments referred to herein. In particular, no offer or solicitation for the purchase or sale of units in the funds, any securities or investments is made to anyone in a jurisdiction in which such offer or solicitation is not authorised or to any person to whom it is unlawful to distribute such information or make such an offer or solicitation, or which would subject LGI to any registration requirement within such jurisdiction, including the United States of America.
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LGI is a company incorporated in Singapore and a member of the OCBC Group. LGI is not related to any corporation or trading entity that is domiciled in Europe or the United States (other than entities owned by its holdings companies).
LGIDirect is an online information portal brought to you by Lion Global Investors. You may learn more about our funds here and subscribe directly to our funds via our online unit trust distribution partners. A member of the Oversea-Chinese Banking Corporation Limited (OCBC) Group, Lion Global Investors is one of the largest asset management companies in Southeast Asia, with group assets under management of S$42.6 billion (US$31.2 billion) as at 30 September 2016.