Tag: Fund Announcements

Fund Update – LionGlobal All Seasons Funds

17/06/2022

The LionGlobal All Seasons Funds (Standard and Growth) were launched in 2018 to aim to help investors tide through all seasons of market volatility.

LionGlobal Disruptive Innovation Fund – 5th Anniversary Update

28/03/2022

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

Featured Fund – LionGlobal Short Duration Bond Fund

03/02/2022

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

Featured Fund – LionGlobal All Seasons Funds

18/10/2021

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

LionGlobal All Seasons Fund

21/08/2020

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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Comparing the TER cost for 20 years

Here’s the difference a low cost advantage makes to cost savings

1.0%
p.a.
1.5%
p.a.
2.0%
p.a.

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.

By investing a fund with low TER

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.

By investing a fund with low TER

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.

By investing a fund with low TER

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.