Newsletter:

115

LionGlobal Singapore Trust Fund

13/08/2021

The Singapore equity market is staging a strong comeback and has become one of the region’s top performers in 2021. The outlook for Singapore’s economy

The Disruptors Bulletin 2021 Q2

15/06/2021

The Chinese software sector is in the early stages of a multi-year upcycle, with enterprises increasingly investing in digital transformation on the back of strong

The Disruptors Bulletin 2021 Q1

07/06/2021

As we move into 2021, coronavirus vaccines have started to be given out, mainly in the richer, developed countries. It will take time for the

The Disruptors Bulletin 2020 Q4

07/06/2021

Our team is constantly looking into the horizon to identify new disruptive themes or technologies. In this edition, we bring into the spotlight a new

The Disruptors Bulletin 2020 Q3

13/08/2020

5G, the fifth-generation wireless network, will bring a world of innovation to mobile services that will deliver speed faster than the current 4G technology.

The Disruptors Bulletin 2020 Q2

19/05/2020

The COVID-19 pandemic has caused an unprecedented human and health crisis which has led to fear and extreme volatility where there are many unknowns surrounding the economic impact for investors.

The Disruptors Bulletin 2020 Q1

10/04/2020

Singapore and Malaysia will be the first two nations in Southeast Asia to tax cross-border digital service supplies from the start of 2020.

The Disruptors Bulletin 2019 Q4

10/01/2020

There has been a significant increase in complaints against large technology companies (Amazon, Apple, Facebook, Google) over the misuse of personal data information, censoring content

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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.