
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.
Dear Valued Investors, When Lion Global Investors first launched our LionGlobal Disruptive Innovation Fund (fondly nicknamed GDIF) back in early 2017, the term ‘disruptive’ did
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
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
The LionGlobal All Seasons Fund aims to generate capital appreciation over the long term that better weathers all economic seasons and comes with 3 cost
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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.