
Fund Update – LionGlobal All Seasons Funds
The LionGlobal All Seasons Funds (Standard and Growth) were launched in 2018 to aim to help investors tide through all seasons of market volatility.
The LionGlobal All Seasons Funds (Standard and Growth) were launched in 2018 to aim to help investors tide through all seasons of market volatility.
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
What are the factors in building a Fixed Income Portfolio? Find out from Lion Global Investors’ Senior Fund Manager, Chu Toh Chieh.
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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.