
What is the difference between a Unit Trust and an ETF?
What is the difference between a Unit Trust and an ETF? Both Unit Trusts (also known as Mutual Funds in the United States) and ETFs
What is the difference between a Unit Trust and an ETF? Both Unit Trusts (also known as Mutual Funds in the United States) and ETFs
Volatility has been the name of the investing game in 2022. Markets across board – equities, bonds, credit and cryptocurrencies – continue to face selling
What is it? The 50/30/20 rule was coined by Elizabeth Warren (ex US senator) and explained in her book “All Your Worth: The Ultimate Lifetime
1. Who can buy a property in Singapore? There are three categories of properties you can buy in Singapore: 1) HDB flats; 2) Executive Condominiums
Singapore has one of the highest home ownership in the world, with almost 90% of its population owning a property1. Below are the 10 common
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What do money and love have in common? The answer is… a fair bit. To start, both are complex, difficult to grasp and potentially heartbreaking.
“When I was trying to buy my first home, I wasn’t buying smashed avocados for $19 and four coffees at $4 each.” – Tim Gurner
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Here’s the difference a low cost advantage makes to cost savings
Here's how much you pay
$190,272.13
Selected TER 1.00% p.a.
$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.
You may save $90,359.56 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.
It is enough to provide for a monthly expenditure of $3,000 over the next 2 years and 6 months.
Here's how much you pay
$271,950.61
Selected TER 1.50% p.a.
$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.
You may save $172,038.04 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.
It is enough to provide for a monthly expenditure of $3,000 over the next 4 years and 9 months.
Here's how much you pay
$345,744.19
Selected TER 2.00% p.a.
$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.
You may save $ 245,831.62 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.
It is enough to provide for a monthly expenditure of $3,000 over the next 6 years and 9 months.
TER (Total Expense Ratio) is the sum of various identified operating expenses charged on an ongoing basis to the fund’s assets as a percentage of the fund’s average net asset value calculated over a 12-month period at the close of the annual and semi-annual financial statements of the fund for all the p.a. tabs (1.0%, 1.5%, 2.0%).
The above scenarios are for illustration purpose only. Past performance, as well as any prediction, projection or forecast on the economy, securities market or the economic trends of the markets are not necessarily indicative of the future or likely performance of the funds. Calculations based purely on costs with no market movement or investment returns.