
India Market Update: Slow & Steady Wins the Race – LionGlobal India Fund
Earlier this year we highlighted our long-term positive view on India equities in our outlook piece titled “India Market Outlook 2023″. Indeed, after a weak
Earlier this year we highlighted our long-term positive view on India equities in our outlook piece titled “India Market Outlook 2023″. Indeed, after a weak
INTRODUCTION Many of us may hold fond memories of LEGO building blocks, mini plastic toy bricks that come in a variety of colours. Adored by
Equities Source: All data are sourced from Lion Global Investors and Bloomberg as at 30 June 2023 unless otherwise stated. *All figures stated
THREE KEY REASONS WHY INDIA NOW PRESENTS ITSELF AS AN EXCITING INVESTMENT OPPORTUNITY First, India is undergoing a manufacturing renaissance, poised to become a potential
REALITY MEETS HYPE After 18 months of outperformance (Jun-21 to Dec-22) vs. the MSCI Asia ex-Japan Index, the India market has started to give up
In a very challenging year for global equity markets, the MSCI India is only down 1.9% year-to-date (ytd) (end Sep’22). MSCI Asia-ex-Japan is down -29%
The India equities market has been one of the best performing Asian markets this year. There were three factors driving the strong performance of India
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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.