Sustainability:

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Lion-OCBC Securities Singapore Low Carbon ETF

29/04/2022

Our Lion-OCBC Securities Singapore Low Carbon ETF was listed on the Singapore Exchange on 28 April 2022! This is the first low carbon ETF in

Celebrating Earth Day

22/04/2022

Earth Day began more than three decades ago1 to raise awareness about environmental issues and the need to protect Earth against the harmful effects of

Investing in Low Carbon – A shift for the Future

01/04/2022

Podcast Takeover! This episode of Let’s Talk Trends will be hosted by Reggie Koh (aka Chief Financial Coconut) under Trading Matters by OCBC Securities. The

Our Approach to Sustainability and Stewardship

10/03/2022

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

COP26 – “Out there is our home”

27/12/2021

Many of you may have heard of WALL-E, the 2008 Pixar film depicting a future world that is engulfed with thrash and pollution due to

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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.