
Monthly Market Review – August 2023
Equities Source: All data are sourced from Lion Global Investors and Bloomberg as at 4 September 2023 (4pm SGT) unless otherwise stated. *All figures stated
Equities Source: All data are sourced from Lion Global Investors and Bloomberg as at 4 September 2023 (4pm SGT) unless otherwise stated. *All figures stated
Equities Source: All data are sourced from Lion Global Investors and Bloomberg as at 31 July 2023 (5pm SGT) unless otherwise stated. *All figures
MARKET COMMENTARY #1 OBSERVATION The Federal Reserve left interest rates unchanged at its June policy meeting, after 10 consecutive rate hikes since March 2022. The
LionGlobal Short Duration Bond Fund (SDBF) is designed to provide total return of capital growth and income over the medium to long term, through an
Our glossary is designed to help clarify terms used in investment literature. This guide has been created for you to help make investment literature easier
The LionGlobal All Seasons Funds (Standard and Growth) were set up in 2018 with the aim of helping investors tide through all seasons of
Introduction Lion Global Investors (LGI) is one of the largest asset managers in Southeast Asia. Affirmed by more than 30 years of investment expertise, we
LionGlobal Short Duration Bond Fund (SDBF) is designed to provide total return of capital growth and income over the medium to long term, through an
EQUITY Global markets retreated for the month of November 2021, finishing down 1.5% on fears about the potentially damaging economic effects posed by the heavily
EQUITY Global equity markets advanced in October 2021, supported by the strength of the broad-based economic recovery and rising vaccination rates. However, inflation persisted, fueled
HE SAYS, SHE SAYS The perennial debate of active versus passive investing has been bubbling away for years. Proponents of active investing argue that these
Cash Management The wealth management industry has seen phenomenal changes over the past decade. Declining profitability, increased competition and changing demographics are but several factors
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You will be leaving this website and will be redirected to a third party website. Please note that the 3rd party site is independent of this website. Lion Global Investors Limited makes no representations, accepts no responsibility for the content, security and privacy policies or the use of the 3rd party site or for that of subsequent links and shall not be liable for any loss or damages caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods or services available on or through the 3rd party site or its subsequent links.
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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.